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Huge Tax Bills at Vanguard: What Retirement Savers Need to Know

Huge Tax Bills at Vanguard: What Retirement Savers Need to Know

FromStay Wealthy Retirement Podcast


Huge Tax Bills at Vanguard: What Retirement Savers Need to Know

FromStay Wealthy Retirement Podcast

ratings:
Length:
33 minutes
Released:
Jul 5, 2022
Format:
Podcast episode

Description

Today Jeremy Schneider dives into Vanguard Target Retirement funds (and the tax problems they're causing).   Specifically, he's sharing: What happened at Vanguard to trigger this giant tax issue Why this occurred in the first place What to do when it happens again   He's also answering two (2) BIG questions from listeners! If you’re ready to learn how to avoid future mutual fund tax surprises so you don't overpay the IRS, today's episode is for you. Over age 50? Need retirement + tax planning help?  ? Get Started With a Free Retirement Assessment  To grab the links mentioned in today's episode, visit the show notes page.
Released:
Jul 5, 2022
Format:
Podcast episode

Titles in the series (100)

Stay Wealthy is a Forbes Top 10 retirement podcast delivered to you...in plain English! Award-winning host, Taylor Schulte, CFP®, was named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, he will teach you how to reduce your taxes, invest smarter, and make work optional in retirement. He covers topic such as: roth conversions, advanced tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. Learn more and grab FREE retirement resources by going to https://www.youstaywealthy.com.