
Episode 303: Personal Capital/Empower Extraction, Gold & Silver ETFs, Killing Kenny And Portfolio Reviews As Of November 10, 2023
OwenJay👑
Description
<p>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.<br/><br/>And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at <a href='https://www.riskparityradio.com/portfolios'>Portfolios | Risk Parity Radio</a>.<br/><br/>Additional links:<br/><br/>Rob Berger Video about Investing In Gold: <a href='https://www.youtube.com/watch?v=2p2Jwt9VZDU'>How to Buy Gold (Without Getting Ripped Off) - YouTube</a><br/><br/>Taxation of Gold ETFs Article: <a href='https://www.etftrends.com/gold-silver-investing-channel/how-taxes-work-gold-etf-etp/#:~:text=The%20discerning%20feature%20of%20ETFs,tax%20bracket%20instead%20of%2020%25.'>How Taxes Work For A Gold ETF Or ETP Investment (etftrends.com)</a><br/><br/>Taxation of PHYS Fund: <a href='https://sprott.com/investment-strategies/physical-bullion-trusts/gold/tax-information/#:~:text=How%20are%20precious%20metals%20taxed,selling%20a%20collectible%20is%2028%25.'>Tax Information - Physical Gold Trust (sprott.com)</a><br/><br/>Yahoo version of Article re taxation of gold ETFs: <a href='https://finance.yahoo.com/news/taxes-gold-etf-etp-investments-224520473.html'>How Taxes Work For Gold ETF & ETP Investments (yahoo.com)</a><br/><br/>Taxation of Section 1256 Contracts: <a href='https://www.investopedia.com/terms/s/section-1256-contract.asp'>Section 1256 Contract: Definition and Tax Rules (investopedia.com)</a><br/><br/>Vanguard Wellesley Portfolio: <a href='https://www.morningstar.com/funds/xnas/vwiax/portfolio'>VWIAX – Portfolio – Vanguard Wellesley® Income Admiral™ | Morningstar</a><br/><br/>Risk Parity Chronicles: <a href='https://www.riskparitychronicles.com/'>Risk Parity Chronicles</a></p><a rel="payment" href="https://www.riskparityradio.com/support">Support the show</a>
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Episode 303: Personal Capital/Empower Extraction, Gold & Silver ETFs, Killing Kenny And Portfolio Reviews As Of November 10, 2023
OwenJay👑