The Smartest Moves for Bond Investors Today, and What to Do When You Have Too Many Investments

We have a special episode for you this week. The author behind the popular Ask the Analyst (morningstar.com/personal-finance/ask-analyst-w…) column on Morningstar.com is coming to the table. Morningstar portfolio strategist Amy Arnott (morningstar.com/people/amy-c-arnott) is going into the mailbag to answer readers’ questions about bonds, including TIPS and other portfolio matters.
Submit your question to the Ask the Analyst column created and written by Morningstar's Amy Arnott. (morningstar.com/personal-finance/ask-analyst-w…)

On this episode:
00:00:00 Welcome
00:01:36 How Bond ETFs Work and Comparing TIPS, I Bonds, Treasuries
[This video states that an investor can use $5,000 from a tax refund to purchase I bonds in excess of the $10,000 limit. The US Treasury discontinued this tax-refund option on Jan. 1, 2025. ].
00:05:06 Municipal Bond Fund Losses After a Fed Rate Hike
00:06:58 Where to Hold Bonds: Roth vs. Traditional IRA, and TIPS Ladders
00:09:15 Paying for Law School Tuition: Which Accounts Come Into Play
00:10:30 Simplifying 231 Holdings and Limiting Capital Gains on Fund Swaps
00:14:11 What to Know Before Submitting Your Ask the Analyst Question

Watch More From Morningstar:
14 Elite Funds and ETFs, and 5 Popular Funds That Just Missed the Mark (morningstar.com/podcasts/investing-insights/14…)
Why Are Some of the Strongest Stocks Struggling This Year? (morningstar.com/podcasts/investing-insights/wh…)
Don’t Make This Mistake When Chasing Higher Bond Yields (morningstar.com/podcasts/investing-insights/do…)

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This episode is sponsored by Vanguard: advisors.vanguard.com/engagement/fixed-income

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