Vanguard to Pay $106 Million in Restitution to Retirement Fund Investors
An investigation by the S.E.C. and several states found that the company had failed to notify investors of changes in the terms of some funds, leading to higher capital gains taxes.
Vanguard to pay more than $100 million to SEC over violations involving target date retirement funds
The alleged violations stem from a 2020 change where Vanguard lowered the minimum investment requirement for its institutional target date funds. The SEC order found that the chan
Vanguard to Pay $106.4 Million to Resolve Alleged Violations Linked to Retirement Funds
The SEC said a lack of notifications by Vanguard drove higher capital gains tax bills for many retail investors.
Vanguard to Pay $106 Million Over Retirement Fund Violations
Vanguard Group Inc. will pay more than $106 million to settle US Securities and Exchange Commission allegations that it made misleading statements about capital gains distributions and tax consequences to retail investors who held popular target-date retirement funds in taxable accounts.
Vanguard to pay $106M to settle SEC charges over TRF disclosure violations
The Vanguard Group Inc., one of the world's largest asset managers, will pay a $106.41M penalty to resolve charges for allegedly misleading statements related to capital gains distributions and tax consequences for retail investors who held Vanguard Investor Target Retirement Funds in taxable accounts,
'What are people going to do?': Some nearing retirement on LI worry about future Social Security benefits
"I'm very worried — how am I going to survive?" Huntington resident Leann Pisano, 58, a recent nursing school graduate, said ...
5 Ways To Reduce Your Retirement Stress
Retirement is often imagined as a carefree phase of life, filled with relaxation, hobbies, and quality time with loved ones.
Border Patrol Chief Owens announces retirement, Texas border czar to take over
Border Patrol Chief Jason Owens is retiring in April, and will be replaced by Texas Border Czar Mike Banks, after a historic ...
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I want to retire at 50 with $5 million — is this sufficient for a balanced retirement portfolio?
A balanced retirement portfolio is essential for securing your financial future. By spreading investments across various ...
‘Take your retirement on a test drive’ and other financial New Year’s resolutions retirees should consider, according to financial planners
“Retirement is an irreversible decision in some ways. You can always go back to work after you retire, but it’s very unlikely ...
10 Tax-Free Ways to Get Cash Without Tapping Your Retirement Savings
You may fund a health savings account (HSA) with a high-deductible health insurance policy. Contributions to an HSA are ...
Preparing for retirement in 2025
The potential cost of life-saving prescription drugs for Medicare recipients is the biggest change in 2025, saving money for ...
Retirement, Mental Health, and Alcohol Use: What They Have in Common
“Drinking alcohol increases the risk of falls and other injuries and can lead to dependency – and the poor health that ...
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How to prepare for an unexpected retirement
Federal employees who are planning for retirement have a multitude of questions that need to be addressed so that they can ...
Make Money While You Sleep, 2 Top Dividends For A Retirement Dream
Discover how fixed income investments can provide high yields and portfolio defense in a fearful market, with discounted CEFs ...
How To Access Retirement Savings Early and Penalty-Free For Disaster Relief
If you’ve been affected by a major disaster, such as the wildfires in California, you may be eligible to tap your retirement ...