A Warning on Wash Sales and Capital Gains Distributions

Episode 044 | Adviser Checkup Podcast

It was a tough year to be an investor. The silver lining of a down market is you might be able to take advantage of tax savings. On the other hand, you could be in for a tax surprise if your mutual fund investments distribute capital gains or you end up executing a wash sale. Learn all about these important topics in this episode. As always, be sure to check with your financial adviser on the best way to set your account up for tax success this year.

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Be Financially Well,

Kelly