Financial Education Resource Library

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  • Beware Of Mutual Fund Tax Traps

    Ty A. Bernicke CFP®, President, Executive Wealth Manager | Posted:

    Many stock mutual funds can quietly rob unsuspecting investors by creating unnecessary taxes. This primarily occurs when mutual funds are held outside a tax-favored work retirement plan, individual retirement account or Roth IRA. To help understand why this occurs, it is important to first learn about how stocks that are not owned within a mutual fund are taxed. For simplicity, this article will focus only on federal taxes and will not delve into potential state tax implications.

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  • CARES Act and Changes to Required Minimum Distributions

    Brandon R. Bishop Wealth Manager | Posted:

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  • How To Get Extra Money From Mutual Funds

    Ty A. Bernicke CFP®, President, Executive Wealth Manager | Posted:

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  • What to Do About the Market Down Turn

    Ty A. Bernicke CFP®, President, Executive Wealth Manager | Posted:

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