Episode Details

Episode 303: Personal Capital/Empower Extraction, Gold & Silver ETFs, Killing Kenny And Portfolio Reviews As Of November 10, 2023

Season 4 Episode 303 Published 2 years, 1 month ago

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