07.27.22 VANGUARD: Lesson From The Tax Bill Debacle / Air Travel Strategies

Clark explains how Vanguard small investors got clobbered by big tax bills during a target retirement fund conversion, without even withdrawing money. Learn where to put your investments to avoid such tax hits. Also – Air travel is a flat out mess right now. Infrequent travelers are especially rattled. International travel is especially challenging. It’s taking extra days to reach destinations. As a constant traveler, Clark has several strategies to help protect your sanity during domestic & international flights and cruises.

  • Tax Smart Investing: Segment 1
  • Ask Clark: Segment 2
  • Strategies to Avoid Air Travel Nightmares: Segment 3
  • Ask Clark: Segment 4

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