Exchange Traded Funds are widely popular due to their low cost and tax efficient nature, but many people don’t entirely understand how they work. Donna and Nathan discuss some of the common myths about ETFs, provide clarity on the fees and tax treatment of rollovers, and talk about the considerations retirees make when they wish to take on more risk than normal.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, EA, CFP®, CIMA®; Air Date: 6/8/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!See omnystudio.com/listener for privacy information.