WHY 2022 Might Be the Perfect Time to FIX This Annual Tax Problem... (Taxable Account Strategies)

[@joesawyer931]

Eric is wise beyond his years. I'm glad he's our advisor. Safeguard is the way to go.

[@swright5690]

quoted for truth. QFT. That makes two of us. I wonder how many clients they have.

[@ld5714]

@@swright5690 I'm a client L Oman

[@Bonez1999]

First, I love new Safeguard videos! 😁

[@hilaryweiner893]

Thank you for this video, especially the information on how to find the estimated capital gains payouts for mutual funds. I've been getting killed on this by one fund that has done well in terms of growth and would rather take the one time tax hit to move at least some of it. Time to do some serious research.

[@paulcali08]

I'm now retired and have only IRA distributions and savings interest as income. Since these amounts will often vary throughout the year, can I just estimate my taxes that were due for the previous quarter, and pay the IRS by the deadline dates? Or does the IRS frown on this, most likely penalize me, even though I make quarterly payments of the correct amount?

[@pensacola321]

I am older, retired and have accumulated certain mutual funds in brokerage accounts through the years. How do I harvest losses this year, if I don't wish to sell the entire holding? It gets complicated. The funds are with vanguard.

[@pensacola321]

@@johndoedoe4840 Thanx

[@irarosenberg]

@@johndoedoe4840 I have made MF to ETF exchanges in my Vanguard funds. This is NOT a taxable transaction because it is a different share class of the same investment.

[@timb6985]

You should have told us this earlier in the year before this darn October market rebound of 5-10%. Or do you think that this trend will reverse before the end of the year?

[@normswan5806]

Neither of those glasses were half full nor half empty

[@hnlng72]

Why is someone keeping deleting my comment message to Eric at Safeguard Wealth Management ? I am retired and I need their help as my Financial Advisor. For God's Sake, get my message to them. I just have been aware of these educational KZbin series lately, and I do not have their email nor their website addresses. Thank you.

[@SafeguardWealthManagement]

H N L Ng, you can reach us at www.SafeguardInvest.com or by calling 920-544-0576