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Talking Real Money - Investing Talk

Talking Real Money - Investing Talk

Business:Investing

Adding Insult to Injury

Adding Insult to Injury

2023-02-01
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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

view more

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