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Monday Mar 14, 2022
Minimizing Unexpected Taxes
Monday Mar 14, 2022
Monday Mar 14, 2022
Mutual funds often spin off a significant amount of dividends and capital gains at the end of the year, causing unexpected tax problems. What can you do to mitigate the impact of these distributions on your finances? On this podcast we will walk you through your options and discuss action steps you can take to minimize the impact of mutual fund gains on your taxes.
Version: 20240320
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