Capital Gains and Refinances, Our favorite topics?
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Capital Gains and Refinances, Our favorite topics?
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Summary
If you've got mutual funds in your portfolio you might be familiar with that uncomfortable feeling at tax-time when your CPA sends you a bill even when you didn't sell anything. We talk about how to anticipate and navigate capital gains distributions on a mutual fund, and also weigh in on whether its the right time to refinance a high rate mortgage.
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