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

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

2022/7/5
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Stay Wealthy Retirement Podcast

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Jeremy Schneider discusses the 2021 tax bill debacle involving Vanguard Target Date Index Funds, explaining the drop in fund value and the subsequent large tax bills for investors.

Shownotes Transcript

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).