facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
If you own mutual funds in taxable accounts pay close attention.  Thumbnail

If you own mutual funds in taxable accounts pay close attention.



1. Need to understand the two ways capital gains can be earned in a mutual fund
2. Two important dates
     A. Record date
     B. Payable date

3. Strategy
     A. Do the math
     B. Sell before Record Date
     C. Be aware of “wash sale” rules

With Kevin Myeroff from NCA Financial Planners
Aired 11/18/2020 WTAM AM 1100
https://soundcloud.com/ncafinancialplanners

Check the background of this firm/advisor on FINRA’s BrokerCheck.