December 5th, 2022

Dividends and Harvesting Losses

Many Middle-Class Millionaires already know this – ’Tis the season for taxable dividends and capital gains to show up in your mutual fund account—and on your tax return. Many publicly-traded companies pay out some portion of their excess earnings to their shareholders, and the aggregate of these dividends are distributed to, and through, the mutual … Continue reading “Dividends and Harvesting Losses”