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How to LEGALLY Avoid Paying Taxes This Year

Money Guy Show

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Sell It, Sam and Hold It Hank

There's actually a planning opportunity that most mutual fund companies don't want you to know exists. One of the things that you can do is, if you to sell a mutual fund holding before the fund company decides to issue that distribution, you can actually avoid it. So we wanted to walk through a case study to look at how that's laid out. In turn, daniel came up with a beautiful case study for us and we want to talk about sell it, sam and hold it hank.

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