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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

Today Jeremy Schneider dives into Vanguard Target Retirement funds (and the tax problems they’re causing).

Specifically, he’s sharing:

Key Takeaways
  • What happened at Vanguard to trigger this giant tax issue
  • Why did this problem occur 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.

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How to Listen to Today’s Episode

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Episode Resources:

Episode Transcript

[fusebox_transcript]

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About the Show

The Stay Wealthy Retirement Podcast will teach you how to reduce taxes, invest smarter, and make work optional in retirement.

Award-winning CERTIFIED FINANCIAL PLANNERâ„¢ Taylor Schulte tackles topics like tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, investments, social security, and more!

Every episode will give you actionable tips to help you preserve your hard-earned money and "stay wealthy" in retirement.

Proud Member of the Retirement Podcast Network.

About Taylor

Taylor R. Schulte, CFP®

I worked for large wealth management firms for half of my career. They spent more time talking about how to make the firm more money than how to make clients more money. I set out to change that.