This information packed podcast with guest Christine Benz, CFP®, Morningstar’s Director of Personal Finance covers a lot of important material. We discuss how 2018 tax reform impacts year-end tax planning, the double-whammy of taxes on mutual fund capital gain distributions in a year when funds lost money, tax loss harvesting and tax gain selling, using a bucket approach “overlay” to better understand how all the pieces of a portfolio work together, caring for elderly parents, advisers and fees, and much more!
The podcast is available at Episode 004: Bogleheads on Investing with Christine Benz. This podcast is also available on iTunes, Stitcher, and Google Play Music (login required).
Feel free to join the discussion of episode 004 on the Bogleheads® forum.