• 2025 the Final Drive S1: E52 - Control Your Tax Destiny

  • Dec 4 2023
  • Length: 15 mins
  • Podcast

2025 the Final Drive S1: E52 - Control Your Tax Destiny

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  • Summary

  • With 2023 ending in just a few weeks, David has a few things to consider regarding taxes.

    Mutual fund gain distributions, tax penalties, lost harvesting, wash sale rules and phantom gains are all touched on in the podcast.

    Take the time to listen and take necessary action before the end of 2023!

    https://www.cfci.us/2025-the-final-drive
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