Episode 054: Christine Benz discusses taxes and safe withdrawal rates in retirement, host Rick Ferri
Bogleheads On Investing Podcast
Capital Gains Distributions Are a Good Sign That You Have Some Work to Do
If you're getting funds that are kicking off sizable capital gains distributions in a year like 2022 when you didn't make any money in your account, that's a good signal that you have some work to do. So check that if you see big capital gains Distributions, that’s a flag that you haveSome work to do,. But the countervailing consideration though is that in order to make that account be more tax efficient, you have to look at whether you have gains in that position and whether it's a good time to sell or potentially preemptively realize them.
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