Avoiding Phantom Tax Bills with Direct Indexing – In the Know with Craig Bolanos | VestGen скачать в хорошем качестве

Avoiding Phantom Tax Bills with Direct Indexing – In the Know with Craig Bolanos | VestGen

In this episode of In the Know with Craig Bolanos, we break down phantom tax bills caused by capital gain distributions and why many investors are surprised by unexpected tax liabilities. Craig and his guest explain how mutual funds in taxable accounts can create hidden taxes—and how strategies like direct indexing may help investors reduce taxes and improve after-tax returns. Whether you’re a pre-retiree, retiree, business owner, or executive, this episode will help you better understand how to structure your investments to avoid unnecessary taxes and keep more of what you earn. About In the Know with Craig Bolanos Hosted by Craig Bolanos, Founder and Wealth Advisor of VestGen Wealth Partners, this radio show delivers practical insights on investing, tax efficiency, and retirement strategies designed to help you get retired and stay retired. Learn More & Connect Visit: https://hubs.ly/Q0403nqf0 Follow VestGen on LinkedIn: https://hubs.ly/Q0403mhv0 Listen to more episodes: https://hubs.ly/Q0403smR0 Disclosure The views and opinions presented here are those of Craig Bolanos and not necessarily those of VestGen Wealth Partners or Private Client Services. This content is not intended to provide specific investment, tax, or legal advice. All information is believed to be from reliable sources, but no representations are made as to accuracy or completeness. Past performance is not indicative of future results. Investing involves risk. Securities offered through Private Client Services, Member FINRA/SIPC. Advisory services offered through VestGen Advisors, a Registered Investment Advisor. Private Client Services and VestGen Wealth Partners are unaffiliated entities.