Search found 4 matches

by Croce
Tue May 08, 2018 4:29 pm
Forum: Investing - Help with Personal Investments
Topic: Am I the Only One That Has Trouble Reading the Vanguard Online Entries
Replies: 6
Views: 981

Re: Am I the Only One That Has Trouble Reading the Vanguard Online Entries

Appreciate your responses and the link. It really got bad when I merged my Vanguard mutual funds into a margin brokerage account. I thought it would simplify tax reporting and it has to some extent, but at the cost of obfuscation when checking balances and transactions on-line. Thanks again.
by Croce
Mon May 07, 2018 12:05 pm
Forum: Investing - Help with Personal Investments
Topic: Am I the Only One That Has Trouble Reading the Vanguard Online Entries
Replies: 6
Views: 981

Am I the Only One That Has Trouble Reading the Vanguard Online Entries

When I check my balances/transactions on Vanguard.com it appears so convoluted that I pretty much just give up and assume that they have made no mistakes. After I transferred everything into a Vanguard brokerage account - it seems there are multiple entries for every transaction. There are two listi...
by Croce
Wed Mar 06, 2013 9:51 pm
Forum: Investing - Help with Personal Investments
Topic: Backdoor Roth IRA - am I doing it correctly?
Replies: 5
Views: 1931

Re: Backdoor Roth IRA - am I doing it correctly?

I've been doing this very thing for a few years now. I deposit into the non deductible IRA (I use the prime mm for this) and then three days later exchange 100% for shares in the Roth. No problems thus far and the mm account stays on the books with a zero balance.
by Croce
Thu Feb 14, 2013 12:47 pm
Forum: Investing - Help with Personal Investments
Topic: Moving from stocks to mutual funds [Advice requested]
Replies: 15
Views: 1277

Re: Moving from stocks to mutual funds [Advice requested]

Hi Dave, I just joined this forum a few moments ago, but have been investing with Vanguard for 40+ years. I apologize for not having read all through these boards prior to posting - but your question resonated with me. At your age, I was involved in a similar scenario as yourself. However, back then...