

Evergreen Capital Management LLC lowered its stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 5.6% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 703,585 shares of the company's stock after selling 41,937 shares during the period. Evergreen Capital Management LLC owned



Axxcess Wealth Management LLC trimmed its position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 70.8% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 46,235 shares of the company's stock after selling 112,160 shares during the period. Axxcess Wealth Management LLC's holdings in Vanguard

Before required minimum distributions kick in, retirees have a rare window to control exactly how much income lands on their tax return and how much of their Social Security gets taxed. One popular fund that looks like a solution actually makes the problem worse.



A retiree chasing tax-free income from a muni bond fund can trigger a surprise IRS rule that drags her Social Security benefits onto her tax return, turning a simple yield calculation into something far more complicated.