How to Manage Capital Gains Distributions in 2024

#Morningstar  #CapitalGainsTax #TaxPlanning

Determine which strategy for handling capital gains distributions is right for you.

00:00 Introduction

00:31 Why Do Funds Make Capital Gains Distributions?

01:10 How Do Taxes on Capital Gains Distributions Work?

02:04 Capital Gains Tax 2024

03:36 What Size Distribution Should You Be Concerned About When Tax Planning?

04:16 How Do You Avoid Capital Gains Distributions Through Selling?

05:24 Selling a Fund Before a Distribution Is Made to Avoid Capital Gains Tax

06:46 When Investors Shouldn’t Reinvest Capital Gains



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