Episode 398: Tax Location Decisions, Dealing With Limited Fund Choices And Brokerage Requirements

In this episode we answer emails from George, Kyle and Andy. We discuss whether to prioritize DBMF or VGLT (for tax location purposes) in a traditional retirement account, weighing limited choices for small cap funds in a 457, Vanguard's new short-term bond funds and dealing with brokerages' cya requirements for investing in particular funds. Links: Father McKenna Center Donation Page: Donate - Father McKenna Center Vanguard Fund Announcement: Vanguard Expands Fixed Inc...