Webinar Registration

Mutual Fund Capital Gains Distributions: Tax Savings Strategies by Mark Wilson, CFP®

Wednesday, October 7, 2020 at 4:00 PM ET

Mark Wilson, APA, CFP®

Mile Wealth Management

There is more to mutual fund distributions planning than most advisors know. Did you know that over 350 funds distribute more than 10% in an average year? Did you know that some ETFs, tax-managed funds, and index funds have big distributions? Financial planner Mark Wilson will expand your knowledge about these distributions and give you concrete strategies to minimize your clients’ taxes.

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