Understanding Phantom Income (and its scary tax implications!)

You'd think any kind of income would be good, but phantom income, and the taxes that come with it, can take a lot of investors by surprise! Dustin with Mundorf Wealth Management and Erin Kennedy want to make sure you know how to avoid it. Here they talk through some smart tax strategies to consider, including investing in ETFs (exchange traded funds) instead of mutual funds.

If you'd like to work with an advisor who focuses on advanced tax planning, please reach out to Dustin. Just text or call the number on the website, or book a free chat by visiting www.LongLiveMyMoney.com

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