• 2025 the Final Drive S1: E52 - Control Your Tax Destiny

  • 2023/12/04
  • 再生時間： 15 分
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2025 the Final Drive S1: E52 - Control Your Tax Destiny

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  • With 2023 ending in just a few weeks, David has a few things to consider regarding taxes.

    Mutual fund gain distributions, tax penalties, lost harvesting, wash sale rules and phantom gains are all touched on in the podcast.

    Take the time to listen and take necessary action before the end of 2023!

    https://www.cfci.us/2025-the-final-drive
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With 2023 ending in just a few weeks, David has a few things to consider regarding taxes.

Mutual fund gain distributions, tax penalties, lost harvesting, wash sale rules and phantom gains are all touched on in the podcast.

Take the time to listen and take necessary action before the end of 2023!

https://www.cfci.us/2025-the-final-drive
続きを読む 一部表示

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