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Advisor Insights

Avoiding The Capital Gains Distribution Trap

Advisors can prevent their clients from having to pay tax on phantom income, but there are two important caveats to keep in mind.

Sheryl Rowling’s new Practice Wise column is available first in Morningstar Office Cloud.

As an “old-timer,” I remember 2008. Now, 10 years later, there are still plenty of lessons to remember, including those around tax management of client portfolios.