- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Taxable mutual funds
I have two balanced mutual funds in taxable accounts that have done well but have taxable distributions each year. What are good ways to handle these funds now that I am retired? I have considered selling them and paying capital gains, opening a charitable distribution account, or taking distributions each year and paying the tax as I go, as I have been doing for several years.
‎October 22, 2025
11:31 AM