How to Manage Capital Gains Distributions From Your Funds in 2023

#Morningstar  #MutualFunds #PersonalFinance

5 takeaways for investors who own funds in taxable accounts.

00:00 Introduction

00:23 Why Do Funds Make Capital Gains Distributions?

00:59 Taxes and Capital Gains Distributions

02:13 Capital Gains Distributions in 2023

03:52 What Is Considered an Outsize Distribution?

04:38 Strategies for Funds With Distributions



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