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07.22.25 Ask An Advisor With Wes Moss

The Clark Howard Podcast

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Navigating Donations: Mutual Funds vs. ETFs

This chapter explores the nuances of donating shares from Vanguard mutual funds to donor advised funds (DAFs), including the challenges and alternative methods for simpler transfer. It also compares mutual funds with ETFs, emphasizing the advantages of ETFs in terms of lower fees and easier processes.

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