Incoming! Part 4: Taxes, Fees, and (Finally) Returns!

Unless you have some type of tax-sheltering structure in place (or tax losses that can help offset income or gains), then Uncle Sam will almost always be taking a slice of your “pie” (aka investment distributions). The way in which investments are taxed varies significantly, but how does that work, exactly? Also, where do fees fit into the equation, and – to finally discuss the question that prompted this series over a month ago – why are investment returns often confusing? Listen for the answers.

Links mentioned in this episode: https://altblend.com https://thebahnsengroup.com