Personal Finance (Not Investing) • Financial advisor selling and reporting gains

Thanks. So YTD gain/loss report shows ~$2k of gains.

Most are log-term gains

Does that mean I would pay tax (mostly LTCG) on that ~2k if I were to liquidate all these funds?

Statistics: Posted by zen_invest — Wed Oct 16, 2024 12:03 am — Replies 5 — Views 368

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