New Podcast - The Tax Trap In Your Mailbox
A tax bill for gains you never saw coming can sour an otherwise smart investment. We pull back the curtain on mutual fund capital gain distributions and show how manager trades, investor redemptions, and year-end timing can leave you paying taxes even if you never sold a single share. If you’ve ever opened a 1099 and felt confused or frustrated, you’re not alone—and you’re not stuck.