Christine Benz, CFP®, Morningstar’s Director of Personal Finance, is our guest on the December 2018 Bogleheads on Investing podcast.
This information packed podcast with 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!
- Podcast transcript
- You can discuss this podcast on the Bogleheads forum at December “Bogleheads on Investing” podcast with guest Christine Benz now available.