#145 - Understanding mutual fund capital gain distributions

Retirement Planning Education, with Andy Panko
03/04/2025 43 min
#145 - Understanding mutual fund capital gain distributions

Listen "#145 - Understanding mutual fund capital gain distributions"

Descargar episodio

Episode Synopsis

Andy discusses the ins and outs of mutual fund capital gain distributions, particularly in normal taxable brokerage accounts.Links in this episode:Tenon Financial monthly e-newsletter - Retirement Planning InsightsTo send Andy questions to be addressed on future Q&A episodes, email [email protected] group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

More episodes of the podcast Retirement Planning Education, with Andy Panko

#170 – Retirement planning chat with a "real" person, Scott 18/09/2025
#169 - "Hot topics" edition...Andy and Justin Pritchard talk about target date funds, illiquid assets in 401(k) plans, firing an advisor and MORE! 11/09/2025
#168 - Helpful tools and interesting information from the recent IRS Tax Forum 04/09/2025
#167 - Q&A edition...basis in inherited IRAs, Social Security break even analysis, coordinating RMDs and Roth conversions and MORE! 28/08/2025
#166 - The most common retirement planning questions from "real" people 21/08/2025
#165 - "Hot topics" edition...Andy and Mark Rosinski talk about different withdrawal strategies, rule of 55 distributions, allocating the stock portion of a portfolio and MORE! 14/08/2025
#164 - Summary of the 2025 annual Social Security trustees report 07/08/2025
#163 - Guest host Larry Pershing from Optimum Retirement Planning talks about managing and reducing concentrated stock holdings 31/07/2025
#162 - Q&A edition...more about bonds, taking distributions from a 401(k), when tax rates might actually go up (and by how much) and MORE! 24/07/2025
#161 – Retirement planning chat with a "real" person, Jan 17/07/2025
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA