Episode Details
Back to Episodes#012 - What are mutual fund capital gain distributions?
Published 4 years, 3 months ago
Description
Explanation of mutual fund capital gain distributions, and why 2021 was a unique year for large (and taxable) distributions
Links in this episode:
- Wall Street Journal article about a particular fund company's large capital gain distributions in their target date retirement funds - here
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Newsletter - Retirement Planning Insights