The Modern Investor

The Modern Investor

Written by Human Advisors, for Human Investors

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Year-End Capital Gains Season: Why Mutual Fund Distributions Can Surprise You (and 5 Tax-Planning Reminders)

Eric Blattner 10/30/25 Eric Blattner 10/30/25

Year-End Capital Gains Season: Why Mutual Fund Distributions Can Surprise You (and 5 Tax-Planning Reminders)

Why I Had a Tax Surprise, and How I Hope to Avoid it in the Future

Eric Blattner 5/15/23 Eric Blattner 5/15/23

Why I Had a Tax Surprise, and How I Hope to Avoid it in the Future

Want more control over taxes? Here are some considerations for those investors with significant assets in taxable accounts.