Unexpected Taxable Events

Show Notes

The end of the year often brings mutual fund investors an unpleasant surprise that can raise taxes; the realized capital gains distribution. How can you avoid this tax surprise? Are traditional mutual funds headed for extinction? Dimensional Funds rolls out a total market ETF to compete with Avantis. Then, listeners ask:

How can the Washington state estate tax be avoided?

Do they have enough to live a confortable and enjoyable retirement?

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Unexpected Taxable Events

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