866-Friday Q&A: Target Date Fund Debacle, Making Summer Productive, Medicaid Trust, Etc.
Radical Personal Finance
00:00
Vanguard Life Cycle Fund
Some investors got whacked with huge capital gains distributions. Those payouts triggered painful tax bills they could easily have avoided if vanguard had simply warned them not to hold these funds outside of a tax advantage retirement account. Hay, joshua thinks takes my callso my question involves an article that ion january, that morning star posted about a vanguard life cycle fund. And the people that, people that held that lifecycle fund, it a non tax advantaged to count, ended up with a significant m a tax bill at the end of the year from some capital gains.
Play episode from 01:52
Transcript
