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Show Notes
Watch out for this year's tax mutual fund tax forms. Many actively managed mutual funds have a surprise for you. Despite losing money in 2022, you might find you owe taxes on a distributed capital gain.
Then, we take your questions:
How should money from a broker sold portfolio be invested?
Is an inherited Roth IRA subject to the 10-year withdrawal rule?
Learn more about your ad choices. Visit megaphone.fm/adchoices
Then, we take your questions:
How should money from a broker sold portfolio be invested?
Is an inherited Roth IRA subject to the 10-year withdrawal rule?
Learn more about your ad choices. Visit megaphone.fm/adchoices