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How a Mutual Index Fund Cost Me $17K in Taxes (And How to Avoid This Mistake)
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Investing in index mutual funds sounds like a safe bet, right? Well, I thought soâuntil I got hit with an unexpected $17,000 tax bill.
In this episode of Early Retirement Roadmap, I break down the hidden tax trap in taxable mutual funds and why an ETF might be the smarter choice. Plus, Iâll share how tax-loss harvesting helped me fix my mistake and avoid future surprises. If youâre serious about early retirement, financial independence, and smart investing, you wonât want to miss this!
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