What are the tax implications of investing in the Aspiration Redwood Fund?

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Mutual fund shareholders are taxed on two types of transactions: distributions from the fund and the sale of the fund shares. Every investor, based on their unique financial profile, will have different tax considerations to take into account when purchasing or redeeming mutual fund shares.

While the FAQs listed in this section are not intended to provide tax advice, we hope they will provide helpful information for all of our customers as they navigate the world of investing.

 

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