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Episode 303: Personal Capital/Empower Extraction, Gold & Silver ETFs, Killing Kenny And Portfolio Reviews As Of November 10, 2023
Manage episode 383400100 series 2926153
In this episode we answer emails from Steve, Jeff and Kenny. We discuss the complex foibles of Empower/Personal Capital portfolios and transitioning them. investing in gold and silver and tax treatments, and using the Vanguard Wellesley Fund as a model for very conservative investors.
And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.
Additional links:
Rob Berger Video about Investing In Gold: How to Buy Gold (Without Getting Ripped Off) - YouTube
Taxation of Gold ETFs Article: How Taxes Work For A Gold ETF Or ETP Investment (etftrends.com)
Taxation of PHYS Fund: Tax Information - Physical Gold Trust (sprott.com)
Yahoo version of Article re taxation of gold ETFs: How Taxes Work For Gold ETF & ETP Investments (yahoo.com)
Taxation of Section 1256 Contracts: Section 1256 Contract: Definition and Tax Rules (investopedia.com)
Vanguard Wellesley Portfolio: VWIAX – Portfolio – Vanguard Wellesley® Income Admiral™ | Morningstar
Risk Parity Chronicles: Risk Parity Chronicles
338 epizódok
Manage episode 383400100 series 2926153
In this episode we answer emails from Steve, Jeff and Kenny. We discuss the complex foibles of Empower/Personal Capital portfolios and transitioning them. investing in gold and silver and tax treatments, and using the Vanguard Wellesley Fund as a model for very conservative investors.
And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.
Additional links:
Rob Berger Video about Investing In Gold: How to Buy Gold (Without Getting Ripped Off) - YouTube
Taxation of Gold ETFs Article: How Taxes Work For A Gold ETF Or ETP Investment (etftrends.com)
Taxation of PHYS Fund: Tax Information - Physical Gold Trust (sprott.com)
Yahoo version of Article re taxation of gold ETFs: How Taxes Work For Gold ETF & ETP Investments (yahoo.com)
Taxation of Section 1256 Contracts: Section 1256 Contract: Definition and Tax Rules (investopedia.com)
Vanguard Wellesley Portfolio: VWIAX – Portfolio – Vanguard Wellesley® Income Admiral™ | Morningstar
Risk Parity Chronicles: Risk Parity Chronicles
338 epizódok
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