Скачать или смотреть How to Reduce Taxes on Mutual Funds | Retirement Lifestyle Show

A short clip, 2 of 2 and peek into the episode "How to Reduce Taxes on Mutual Funds" on The Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen/watch the whole episode here:    • How to Reduce Taxes on Mutual Funds | Reti...  
OR in your favorite podcast app - links below.

In the full episode they go through how, why, and when mutual funds are taxed. They discuss how mutual fund gains are taxed and how you can improve your total portfolio returns by reducing and even eliminating taxes on your funds.

Time stamps below can be found by listening to the full episode:    • How to Reduce Taxes on Mutual Funds | Reti...  

[01:31] Basics of How Mutual Funds are Taxed

[04:00] How to Ensure Your Holdings are Tax Efficient

[06:55] Why Mutual Funds Are Mostly Not Tax Efficient

[08:14] What is Portfolio Turnover?

[12:08] Mutual Fund Fees and Expenses

[13:12] Types of Mutual Funds and How They Work

[16:33] Income-Generating Components of a Mutual Fund

[18:12] Real-Life Cost Figures

[24:20] How the Top Mutual Funds Performed

[28:25] How Your Circumstances Affect Your Investment Strategy

[29:50] Parting Thoughts

Full Show Notes: https://retirementlifestyleshow.com/h...

Roshan Loungani can be reached at [email protected] or at 202-536-4468.

Erik Olson can be reached at [email protected] or 815-940-4652.

Adrian Nicholson can be reached at [email protected] or at 703-915-8905.

If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL144 — How to Reduce Taxes on Mutual Funds" in Spotify, iTunes, Anchor.fm and so on... see links below.

Visit Anchor.fm for ALL the links to several podcast sites:
Anchor.fm: https://anchor.fm/roshan-a-loungani

Spotify: https://open.spotify.com/show/354IACA...

iTunes: https://podcasts.apple.com/us/podcast...

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Disclaimer
Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license.

Thank you for listening.