Search found 2 matches

by Glacier5
Thu Aug 03, 2017 4:05 pm
Forum: Personal Investments
Topic: Good time to transfer Beneficiary IRA to Vanguard?
Replies: 8
Views: 869

Re: Good time to transfer Beneficiary IRA to Vanguard?

Thank you so much for your warm welcome and good advice! This IRA looks like it needs to be transferred ASAP. But Spirit Rider made a very good point about the Beneficiary IRA. I am under 59 1/2 by more than 10 years. The financial advisor kept the IRA as a Spousal IRA, so I could tap into the money...
by Glacier5
Thu Aug 03, 2017 1:58 pm
Forum: Personal Investments
Topic: Good time to transfer Beneficiary IRA to Vanguard?
Replies: 8
Views: 869

Good time to transfer Beneficiary IRA to Vanguard?

Hello Bogleheads, I'm new here and could use your advice and knowledge. I have been studying Bogleheads ("Bogelheads Guide to Investing") and Vanguard for months, but I do lack the confidence to DIY. I have accounts at Vanguard and at Wells Fargo. I do have a Vanguard VPAS, but I would lik...