Episode 004: Christine Benz, host Rick Ferri
Christine Benz is our guest in Episode 4. This information-packed podcast with guest Christine Benz , CFP®, Morningstar's Director of Personal Finance covers a lot of important material. We discuss how 2018 tax reform impacts year-end tax planning, the double-whammy of taxes on mutual fund capital gain distributions in a year when funds lost money, tax loss harvesting and tax gain selling, using a bucket approach "overlay" to better understand how all the pieces of a portfolio work together, car...
