Minimizing Unexpected Taxes - podcast episode cover

Minimizing Unexpected Taxes

Mar 14, 202213 minEp. 7
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Episode description

Mutual funds often spin off a significant amount of dividends and capital gains at the end of the year, causing unexpected tax problems. What can you do to mitigate the impact of these distributions on your finances? On this podcast we will walk you through your options and discuss action steps you can take to minimize the impact of mutual fund gains on your taxes.

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