What Investors Are Getting WRONG About Capital Gains скачать в хорошем качестве

What Investors Are Getting WRONG About Capital Gains

Revealing why investors are getting capital gains wrong, how mutual fund distributions can trigger surprise tax bills in 2026, and what smart tax-planning moves to make now. - Nick Hopwood, CFP® of Peak Wealth ✅ Apply For A Free Retirement Planning Session ✅ https://www.peakwm.com/start-here ------------------------------ ⭐️ POPULAR RETIREMENT VIDEOS ⭐ 1️⃣ Financial Literacy & Family Legacy ▶️ WATCH:    • Financial Literacy & Family Legacy at the ...   2️⃣ What does it take to FEEL WEALTHY? ▶️ WATCH:    • What Does It Take to Feel Wealthy?   3️⃣ Finding MEANING in Semi-Retirement ▶️ WATCH:    • Why More Retirees Are Choosing Semi-Retire...   4️⃣ Retirement Planning SMART: Power of Roth Conversions ▶️ WATCH:    • Retirement Planning Smart: Roth Conversion...   ------------------------------ On the latest episode of the No Lazy Money Show, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management join host Ryan Ermanni on WJR to break down a hot topic shaking investors: massive capital gains distributions hitting brokerage accounts and mutual funds ahead of the 2026 tax season. They explain why capital gains distributions are surging, how mutual funds trigger surprise tax bills, and what smart investors can do now to reduce the damage. If you own mutual funds in a taxable brokerage account, this is a must listen conversation. #CapitalGains #CapitalGainsTax #TaxPlanning #MutualFunds #InvestingTips #WealthManagement #FinancialPlanning #TaxSeason2026 #BrokerageAccount #SmartInvesting #NickHopwood #JimPilat #PeakWealthManagement #NoLazyMoneyShow #WJR ------------------------------ Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind. Stay Connected With Us: Podbean: https://findingtruewealth.podbean.com/ YouTube: /    / @peakwealthmgmt   Apple: https://podcasts.apple.com/si/podcast... Facebook:   / peakwealthmanagement   X: https://x.com/nhopwood1 https://www.peakwm.com/