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044: A Warning on Wash Sales and Capital Gains Distributions
Manage episode 350132887 series 3294668
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It was a tough year to be an investor. The silver lining of a down market is you might be able to take advantage of tax savings. On the other hand, you could be in for a tax surprise if your mutual fund investments distribute capital gains or you end up executing a wash sale. Learn all about these important topics in this episode. As always, be sure to check with your financial adviser on the best way to set your account up for tax success this year. If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support!
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Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.
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