Avoid Tax Surprises: Understanding Mutual Funds скачать в хорошем качестве

Avoid Tax Surprises: Understanding Mutual Funds

Don't let mutual funds catch you off guard when it comes to taxes! In this video, Marcus shares valuable tips on how actions taken by mutual funds can lead to unexpected tax bills at the end of the year. Find out how an investment in a mutual fund can immediately result in taxable income and learn what you can do to avoid an unexpected tax bill. Don't forget to subscribe for more tax tips and financial advice! 00:00 Hello 00:32 Dividends 00:38 Capital Gains Distributions 00:52 Taxable Paybacks 01:18 Kiddie Tax 01:43 $3,000 net loss 02:07 Tips to reduce mutual fund tax issues ▶︎▶︎▶︎ Visit https://www.talktoMarcus.com to schedule your 15-minute phone call. Marcus is a financial and tax professional. He helps clients save money on taxes and grow their wealth through "big picture" planning that includes retirement income distribution planning, investment management, and tax reduction strategies. Marcus works one-on-one with clients who have at least $500K in investable assets. If you don't meet that threshold (yet), we may be able to still work together, Just visit https://www.talktoMarcus.com to schedule your 15-minute phone call. #mutualfunds #taxesinretirement #taxtips