Description

Explanation of mutual fund capital gain distributions, and why 2021 was a unique year for large (and taxable) distributions

Links in this episode:

• Wall Street Journal article about a particular fund company's large capital gain distributions in their target date retirement funds - here
• Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
• YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
• Newsletter - Retirement Planning Insights