Vanguard's $25M Settlement: Target-Date Fund Tax Surprise
Update: 2025-09-09
Description
Vanguard Hit with $25M Settlement: Did Fund Changes Trigger Unexpected Tax Bills for Investors? A federal judge approved a $25 million settlement against Vanguard after investors claimed changes to target-date funds led to hefty capital gains taxes. Find out how lowering investment minimums sparked a mass exodus, forcing retail funds to sell assets and stick remaining investors with the tax burden. Was Vanguard at fault? And what does this mean for your retirement savings? Get the details on the payout, the upcoming final hearing, and how this case highlights the hidden risks of fund management decisions.
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