2.4 • 671 Ratings
🗓️ 3 April 2025
⏱️ 44 minutes
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0:00.0 | Who wants to talk about mutual fund capital gain distributions? Let's do it in this the 145th episode of the Retirement Planning Education Podcast. |
0:12.0 | Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs and Roth IRAs, employer retirement plans, taxes, social security, Medicare, portfolio |
0:22.5 | withdrawal strategies, annuities, estate planning, and much more. |
0:26.8 | And now here's your host, Andy Panko. |
0:29.3 | Hello, everybody. Welcome back. Thank you, as always, for listening. Today, I will be |
0:34.6 | talking about mutual fund capital gain distributions. Those who know what I'm |
0:39.8 | talking about, you know what I'm talking about. These are something that particularly in a |
0:43.6 | regular taxable brokerage account, you might find interesting, confusing, taken by surprise |
0:49.9 | by it and what they are and the tax implications of it. So I'm going to walk through what they are |
0:55.8 | in a good amount of detail and give you some tips and tricks for how to try to estimate them, |
1:01.9 | deal with them, what they are, et cetera. I did an episode on this a few years ago. I want to say |
1:06.8 | 2022. Now, I could have just been lazy and been like, you know, replay that or just |
1:11.7 | tell you go, go listen to that. But I figure it's been a while. I like to think in theory that people |
1:16.0 | go back and look at old episodes of this show to find all the good stuff I did years back. But |
1:20.5 | reality probably doesn't happen. So, hey, why not? Can't hurt to do it you know to do it again plus it gives me additional content so i don't have to |
1:28.8 | keep always coming up with something brand new even though like i said i did talk about this a few |
1:32.5 | years ago but it's uh new enough since it's been a few years so here we go um i just had a policeman |
1:37.9 | knock on my door saying he was looking for a man with one eye i told him to use both as he'd probably |
1:42.9 | find him a lot quicker that That one's pretty basic. |
1:46.4 | I should probably just scratch that and did something different. But no, I thought that was an |
1:49.6 | interesting joke. I remember something like that when I was a kid and thought it was hilarious at |
1:53.1 | the time. Now it made me chuckle a little bit. Not my best dad joke, but hey, it's something. |
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