The ETF Tax Secret: How To Avoid Capital Gain Distributions

Is your tax situation thrown into a mess at the end of the year due to large capital gain distributions? Is your investment portfolio built for maximum tax efficiency? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact.

Every year, I meet with investors that have a tax problem at the end of the year due to large mutual fund capital gain distributions.

And every year, these investors kick themselves due to how easily you can avoid capital gain distributions in your taxable account.

In this video today, we talk through a simple ETF loophole you can to completely wipe out those capital gain distributions and take control of your tax return.

#ETFs #TaxLoophole #TaxEfficientInvesting

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