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Dan Wiener’s Vanguard Mutual Fund Investment Newsletter Promotion

<<<<<< Go to Part 1: Vanguard Index Mutual Funds Versus Vanguard Managed Funds Find Home Financial Planning Software Discover Family Financial Planning Software Find Family Financial Planning Software Discover Home Financial Planning Software Financial Planning Software for Individuals Financial Planning Software for Consumers Family Financial Planning Software Family Financial Planning Software for Consumers Family Financial […]

"Larry, Thanks for the response. I watched the videos you’ve made so far on YouTube. Very good. In fact one of them addressed a situation that applies to me. I first learned about the zero federal taxes on long term capital gains when under the 25% marginal income tax rate from working with Veriplan a number of years ago. I’m no longer working but not yet receiving RMD’s or social security so my ordinary income is relatively low. So I’ve been taking full advantage of zero federal capital gains taxes by selling off my high expense ratio mutual funds which have a lot of capital gains built in since I’ve held them a long time and then I reinvest them in index mutual funds which don’t generate as much capital gains distributions. So the education that you and Veriplan provide has saved me thousands in taxes, not to mention the expenses on high cost mutual funds. Thanks again."M. D. in El Paso, TX