Unexpected Taxable Events
Talking Real Money - Investing Talk
English - December 06, 2023 21:25 - 47 minutes - ★★★★★ - 113 ratingsInvesting Business Education investing investment invest money wealth retirement mutual fund stock bond advice Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
The end of the year often brings mutual fund investors an unpleasant surprise that can raise taxes; the realized capital gains distribution. How can you avoid this tax surprise? Are traditional mutual funds headed for extinction? Dimensional Funds rolls out a total market ETF to compete with Avantis. Then, listeners ask:
How can the Washington state estate tax be avoided?
Do they have enough to live a confortable and enjoyable retirement?
How do you find a financial advisor you can trust?
Learn more about your ad choices. Visit megaphone.fm/adchoices
The end of the year often brings mutual fund investors an unpleasant surprise that can raise taxes; the realized capital gains distribution. How can you avoid this tax surprise? Are traditional mutual funds headed for extinction? Dimensional Funds rolls out a total market ETF to compete with Avantis. Then, listeners ask:
How can the Washington state estate tax be avoided?
Do they have enough to live a confortable and enjoyable retirement?
How do you find a financial advisor you can trust?
Learn more about your ad choices. Visit megaphone.fm/adchoices