Do you own mutual funds in a brokerage account? Beware of this sneaky, year-end tax!

Mutual funds are wonderful vehicles to diversify your risk across a basket of companies but they are very tax inefficient if owned inside a brokerage account.

'Tis the season for year-end mutual fund capital gains distributions!

Reach out if you need help reviewing mutual funds within your portfolio.

You can book a complimentary consultation with me here:

calendly.com/twopalms/consultation

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