Skip to main content

Attendees Rating:

Mutual Fund Capital Gains Distributions: Tax Savings Strategies by Mark Wilson, CFP®
Presented by Mark Wilson, APA, CFP®, Mile Wealth Management

This session features financial planner Mark Wilson providing an excellent review of mutual fund (and ETF) capital gains distributions. It's an important issues because over 350 funds distribute more than 10% in an average year.  And some ETFs, tax-managed funds, and index funds have big distributions. 

Listen to this replay to learn ideas for managing distributions with asset location and tax savings strategies.  

For more on Mark's capital gains monitoring service, please visit:: 

No Comments added