Investing Insights24 Helmi 2023

Should You Fund Your 401(k) First or Your IRA?

Later this year, Vanguard’s hybrid ETF/MF patent is expiring, and this is likely to affect the fund market. We’re positive on Kraft Heinz and Cisco but expect Roku to lose money for a second straight year in 2023. And finally, to save for retirement, most of us have multiple vehicles at our disposal, including IRAs and 401(k)s. The order in which we fund these accounts matters. Find out more in this week’s episode.

Timestamps

00:06 Introduction

00:36 Kraft Heinz shakes off pressure from inflation

01:27 Roku exceeds Q4 expectations

02:29 Cisco Systems’ core networking business leads the way

03:27 Vanguard’s Unique Mutual Fund/ETF Structure

04:04 In your opinion, what will be the likely impact of this patent expiring on the U.S. ETF space?

04:57 How does this hybrid structure work, and what are some of its benefits

06:01 On the other hand, what are some of the disadvantages, or drawbacks of the structure?

07:31 What does this hybrid structure mean for investors, especially from a tax point of view?

09:31 How to Make the Most of Your Retirement

Read about topics from this episode.

Kraft Heinz’s Top Line Soars on the Heels of Renewed Commitment to Brand Spending; Shares a Bargain

Roku Posts Strong End to 2022, but Weak Ad Revenue Market Will Hurt 2023 Top-Line Growth

Is Cisco Stock a Buy Today?

Will Other Funds Adopt Vanguard’s Unique ETF/Mutual Fund Structure?

How to Make the Most of Your Retirement Accounts

What to watch from Morningstar.

With IRA Deadline Looming, Don’t Make These Mistakes

Could Meta Make a Comeback?

How Secure Act. 2.0 Changes RMD Rules

Should You Buy a House Right Now?

Read what our team is writing:

Daniel Sotiroff

Susan Dziubinski

Christine Benz

Follow us on social media. 

Ruth Saldanha on Twitter: @KarishmaRuth

Daniel Sotiroff on Twitter: @DanielSotiroff

Christine Benz on Twitter: @Christine_Benz 

Facebook: https://www.facebook.com/MorningstarInc/  

Twitter: https://twitter.com/MorningstarInc  

Instagram: https://www.instagram.com/morningstarinc/

LinkedIn: https://www.linkedin.com/company/5161/ 

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