Search found 6 matches

by Kalaloch
Mon Mar 20, 2017 4:42 pm
Forum: Investing - Help with Personal Investments
Topic: Choosing a Trustee/Vanguard trust services?
Replies: 17
Views: 8752

Re: Choosing a Trustee/Vanguard trust services?

FYI if you are trying to talk to someone in their Trust Department, don't hold your breath, I've called them multiple times and every time it says they are busy on the other line and to leave a message and someone will call within 2 days. Seems like they could hire a few more people to answer the ph...
by Kalaloch
Mon Jan 23, 2017 6:41 pm
Forum: Investing - Help with Personal Investments
Topic: Help with College Savings
Replies: 1
Views: 356

Help with College Savings

Hi all Need help with college savings for my child who is 5 years old. I have read several articles on 529 vs ESA accounts. I was leaning towards ESA, but now I am not sure. Here is a little about my situation: 1.) Only have one child to save for. 2.) Child would hopefully go to in state - state col...
by Kalaloch
Tue Nov 01, 2016 12:27 pm
Forum: Investing - Help with Personal Investments
Topic: How transferring Roth IRA to Vanguard works [How does it work?]
Replies: 14
Views: 1263

Re: How transferring Roth IRA to Vanguard works [How does it work?]

Ok so I think I am starting to wrap my head around it now. So can I open two separate accounts at Vanguard. One account that is a ROTH IRA and another account that is an Index Fund. I would put my bonds in the ROTH IRA and Stock in the Index Fund.
by Kalaloch
Fri Oct 21, 2016 12:47 pm
Forum: Investing - Help with Personal Investments
Topic: How transferring Roth IRA to Vanguard works [How does it work?]
Replies: 14
Views: 1263

Re: How transferring Roth IRA to Vanguard works [How does it work?]

Thanks for the help. A few more questions: 1.) Here is what I want to do but not sure if I can/or how: I want to transfer my ROTH IRA from Pacific Life to Vanguard and when it goes to Vanguard I want to set up in Vanguard to put all my bonds in a ROTH IRA up to the max. Then everything else would go...
by Kalaloch
Tue Aug 09, 2016 5:33 pm
Forum: Investing - Help with Personal Investments
Topic: How transferring Roth IRA to Vanguard works [How does it work?]
Replies: 14
Views: 1263

Re: How transferring Roth IRA to Vanguard works [How does it work?]

Thanks everyone. A little more about me: Emergency funds: 6 months Debt: Mortgage, 280K at 4.125% Current Portfolio: mid five figures (Roth IRA & 401k) Tax Filing Status: Filing Jointly with 1 Dependent Child Tax Rate: 25% Federal, 0% State State of Residence: WA Age: 37 Desired Asset allocation...
by Kalaloch
Mon Aug 01, 2016 6:33 pm
Forum: Investing - Help with Personal Investments
Topic: How transferring Roth IRA to Vanguard works [How does it work?]
Replies: 14
Views: 1263

How transferring Roth IRA to Vanguard works [How does it work?]

Hello First time posting. I have been reading a lot of posts and reading Mr. Bogle's books and get the basic concepts. The problem I am having is that I don't understand what happens once I do the initial transferring of my and my wife's Roth IRA to a Vanguard Fund. Sorry there are a lot of question...

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