84: Guest Interview - Vanguard Head of U.S. Wealth Planning, Maria Bruno
Millionaires Unveiled · Clark Sheffield, CPA and Jace Mattinson, CPA / ChooseFI / Stacking Benjamins
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Show Notes
Maria Bruno is the head of U.S. wealth planning research at Vanguard. We discuss the current state of the market and specific trends Vanguard has discovered from their research. Maria shares insights on Roth vs. Traditional investments, Roth IRA conversions, required minimum distributions, and U.S. vs. international allocation. She also discusses Vanguard's investing principles and how much one should consider taxes in their investment planning.
https://vanguardblog.com/author/maria-bruno/