Talking Real Money - Investing Talk

Unexpected Taxable Events

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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

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    Talking Real Money - Investing TalkBy Don McDonald
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