Don't get "spooked" by a surprise tax bill: capital gain distributions during a market downturn—and how to plan accordingly

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Recorded31 Oct 2022

Publisherrss.libsyn.com ↗

Handlerec:18654335

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Welcome to this episode of 20/20 Money! On today's show we discuss the relationship between tax loss- and gain-harvesting and capital gain distributions from ETFs and mutual funds. We'll run through a couple of examples of how you can proactively review your portfolio and potentially reduce your tax liability and not be surprised by a large 1099-DIV report during 2023's tax season. Resources: What is the "wash sale" rule? Fidelity's Tax Loss Harvesting article 20/20 Money Community Information Follow us on Instagram: https://www.instagram.com/2020moneypod/ ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify Google Podcasts Stitcher ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

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