Today on the Retirement Lifestyle Show, Roshan Loungani, Eric Olson, and Adrian Nicholson go through how, why, and when mutual funds are taxed. They discuss how mutual fund gains are taxed and how you can improve your total portfolio returns by reducing and even eliminating taxes on your funds.

[01:31] Basics of How Mutual Funds are Taxed

[04:00] How to Ensure Your Holdings are Tax Efficient

[06:55] Why Mutual Funds Are Mostly Not Tax Efficient

[08:14] What is Portfolio Turnover?

[12:08] Mutual Fund Fees and Expenses

[13:12] Types of Mutual Funds and How They Work

[16:33] Income-Generating Components of a Mutual Fund

[18:12] Real-Life Cost Figures

[24:20] How the Top Mutual Funds Performed

[28:25] How Your Circumstances Affect Your Investment Strategy

[29:50] Parting Thoughts

Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905.

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com

https://youtu.be/hKVzI87v0tA

https://twitter.com/RoshanLoungani

https://www.linkedin.com/in/roshanloungani/

https://www.facebook.com/retirewithroshan/

https://www.linkedin.com/in/financialerik/

https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

#retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #retirement #investing

All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.