Year-end tax bills are never welcome, but they can be especially distressing when they are entirely unexpected. For investors, capital gains taxes on their mutual funds can be a surprise. Financial advisors, however, have the tools and knowledge to help save their clients’ money.
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Amy Arnott, Portfolio Strategist, Morningstar Research Services
Dean Mioli, Director of Investment Planning, SEI
Daniel Prince, Head of iShares U.S. Wealth Advisory Product Consulting, BlackRock