On this episode of New Focus on Wealth, Chad opens with a discussion about what he noticed during this round of tax returns, noting that capital gain distributions were the highest he’s seen since he started doing radio in 1999.

Next, Chad breaks down the tax surprises some people may have noticed after investing in mutual funds. 

Listen now as Chad talks taxes, retirement, and gifting in his return from radio silence during peak tax season.

Email your money question to [email protected]. 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com