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What We’ve Learned From The Latest Tax Season

What We’ve Learned From The Latest Tax Season

New Focus on Wealth with Chad Burton · New Focus on Wealth

April 22, 202239m 5s

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Show Notes

On this episode of New Focus on Wealth, Chad opens with a discussion about what he noticed during this round of tax returns, noting that capital gain distributions were the highest he’s seen since he started doing radio in 1999.

Next, Chad breaks down the tax surprises some people may have noticed after investing in mutual funds. 

Listen now as Chad talks taxes, retirement, and gifting in his return from radio silence during peak tax season.

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Topics

investingretirementgifting