← Back to search

Selling Mutual Funds: Will Recent Contributions Cost You More in Taxes?

Rob Berger 2:59

10,840 views · 249 likes Watch on YouTube ↗

Yes, newer shares (under one year old) are taxed at higher rates. You can sell older shares first or wait until newer ones qualify for long-term gains. #RetirementPlanning #FinancialPlanning #Retirement #MutualFunds #Investing #PersonalFinance #CapitalGains

Category (YouTube): Education

Playback is via YouTube's official embedded player. Data from YouTube; Exumo is not affiliated with YouTube.