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    The $1.2 Million 401(k) Tax Trap That Costs Retirees 40% in Hidden Surcharges

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VO logo Vanguard Mid-Cap ETF : VO

VO

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$79.92

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$0.32 (0.40%)

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All VO Articles

4 Articles

The Case for Holding VO in Your Roth IRA
Trey Thoelcke | Jul 7, 2026 at 7:35 AM EDT

The Case for Holding VO in Your Roth IRA

Parking Vanguard's mid-cap ETF in the wrong account could quietly hand a six-figure tax bill to the IRS over a…

Vanguard’s $94 Billion Mid Cap ETF Is Quietly Beating the S&P 500 With a Fifty Year Old Strategy
David Beren | May 20, 2026 at 3:53 PM EDT

Vanguard’s $94 Billion Mid Cap ETF Is Quietly Beating the S&P 500 With a Fifty Year Old Strategy

Most retirees who own an S&P 500 index fund hold a portfolio dominated by mega-cap technology, with mid-sized businesses getting…

Why VOE Belongs in More Portfolios: 50.8% Five-Year Returns With a 0.05% Fee
Michael Williams | Mar 29, 2026 at 6:45 AM EDT

Why VOE Belongs in More Portfolios: 50.8% Five-Year Returns With a 0.05% Fee

Most investors tilting toward value instinctively reach for large-cap names. The mid-cap value space gets less attention, which is part…

Can Small Caps Beat the SPY in 2026?
Joey Frenette | Jan 20, 2026 at 10:35 AM EST

Can Small Caps Beat the SPY in 2026?

The small-cap stocks have been flying under the radar of most retail investors amid the magnificent rise of the Magnificent…

More Content
“Grow a Spine”: All-In Podcast Pushes Back on AI Regulation and Calls PayPal’s $60 Takeover Offer Just an Opening Bid
Thomas Richmond • Jul 20, 2026

“Grow a Spine”: All-In Podcast Pushes Back on AI Regulation and Calls PayPal’s $60 Takeover Offer Just an Opening Bid

The $1.2 Million 401(k) Tax Trap That Costs Retirees 40% in Hidden Surcharges
Marc Guberti • Jul 20, 2026

The $1.2 Million 401(k) Tax Trap That Costs Retirees 40% in Hidden Surcharges

$3,000 a Month in Sun City: Here’s How to Retire There at 62 Without Touching Your Savings
Michael Williams • Jul 20, 2026

$3,000 a Month in Sun City: Here’s How to Retire There at 62 Without Touching Your Savings

Featured Reads

Our top personal finance-related articles today. Your wallet will thank you later.

The $1.2 Million 401(k) Tax Trap That Costs Retirees 40% in Hidden Surcharges
Marc Guberti | 1 hour ago

The $1.2 Million 401(k) Tax Trap That Costs Retirees 40% in Hidden Surcharges

$3,000 a Month in Sun City: Here's How to Retire There at 62 Without Touching Your Savings
Michael Williams | 1 hour ago

$3,000 a Month in Sun City: Here's How to Retire There at 62 Without Touching Your Savings

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