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Stay Wealthy Retirement Podcast


Jul 5, 2022

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.