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cover of episode Managing Your Money: How to Handle Mutual Fund Capital Gains

Managing Your Money: How to Handle Mutual Fund Capital Gains

2023/12/12
logo of podcast Barron's Live

Barron's Live

Shownotes Transcript

Join Lauren Foster, Barron's senior writer, for a conversation with Mark Wilson, a certified financial planner and president of MILE Wealth Management, about what to do with "doghouse" mutual funds—with estimated distributions above 20% of NAV—and other topics that are top of mind this time of year.