#023 | Tax Efficiency in Brokerage Accounts

from The Moki Finance Show · host Moki Finance

In Episode 23 I will discuss my thoughts on tax efficiency in taxable brokerage accounts. As most of you know I am a Fidelity customer who uses Fidelity mutual funds and one of those funds in particular (FISVX) has had a major distribution this past week on August 6th of 2021. This podcast episode will cover my thoughts and potential future steps I am considering when it comes to tax protecting my money. As always I am not a financial advisor, this is just me documenting my personal investing journey. This is for educational purposes only, and should not be consider financial advice.

Episode metadata supplied by the publisher feed · Published Aug 10, 2021

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#023 | Tax Efficiency in Brokerage Accounts

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