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Aug 2023
39m 35s

Quacks Like a Commission

Don McDonald
About this episode

We discover that Vanguard charges fees to buy and sell some of their mutual funds. What's the difference between a transaction fee and a commission? Plus, are friends and family the best resource for fiduciary financial advice? What's the best way to find a great financial advisor? After Bob Barker's passing, Tom states, "The Price is Right." Then, we hear from some listeners:

  • Is FICA charged for income from retirement plan withdrawals?
  • Will a widow receive the whole capital gains tax exclusion on a primary home sale?

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