Adding Insult to Injury

Written By Don McDonald

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?

Don McDonald
Previous

Is it Really Passive Income?
Next

Ramsey, Orman, Kyosaki, or...