How a Mutual Index Fund Cost Me $17K in Taxes (And How to Avoid This Mistake)

Early Retirement Roadmap

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2M ago 11:44

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Investing in index mutual funds sounds like a safe bet, right? Well, I thought so—until 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, I’ll share how tax-loss harvesting helped me fix my mistake and avoid future surprises. If you’re serious about early retirement, financial independence, and smart investing, you won’t want to miss this!

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15 episodes

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