WHY 2022 Might Be the Perfect Time to FIX This Annual Tax Problem... (Taxable Account Strategies)

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As we sit here in 2022, some will focus only on the downsides of losses in financial markets.

Keep in mind there are also numerous opportunities for investors during these market downturns.

In this video today, we talk about a significant opportunity to build a more tax-efficient taxable account...

0:00 Tax Opportunities in 2022
0:39 5 Tax-Efficient Investing Rules
1:13 BIG Mutual Fund Capital Gain Distributions in 2022?
2:09 The Tax Drag of Capital Gain Distributions
4:20 Your Tax Opportunity This Year!
6:15 How to Estimate Mutual Fund Capital Gain Distributions
7:58 4 Factors to Consider

#retirementincomeplanning #taxplanning
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