Retirement Planning Education, with Andy Panko
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
Retirement Planning Education, with Andy Panko
#012 - What are mutual fund capital gain distributions?
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Andy Panko
Explanation of mutual fund capital gain distributions, and why 2021 was a unique year for large (and taxable) distributions
Links in this episode:
- Wall Street Journal article about a particular fund company's large capital gain distributions in their target date retirement funds - here
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Newsletter - Retirement Planning Insights
