The Stacking Benjamins Show
Unpacking a Rare Vanguard Target Date Fund Problem (SB1637)
Jan 29, 2025
This discussion unpacks whether creating a custom target date fund could save you fees while giving you more control. It also highlights a significant legal settlement involving Vanguard over misleading tax claims. The hosts delve into tax optimization versus financial flexibility, ensuring you're ready for cash needs. Plus, there's trivia about the gasoline engine's origin and a hilariously awkward moment involving a Supreme Court Justice. Don't miss the TikTok segment that may change your perspective on financial advice!
59:36
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Quick takeaways
- Building your own target date fund can offer potential fee savings and better control over your investment mix.
- Vanguard's recent settlement highlights the importance of being aware of misleading statements about mutual fund tax implications.
Deep dives
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