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Showing content with the highest reputation on 05/06/2018 in Posts

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    Vanguard dragging their feet

    "My plan is to move everything from Vanguard at the right time and put the funds into an IRA." Keep in mind that as a spousal beneficiary you have the option of transferring the money either into an inherited IRA or into your own IRA. In most cases the latter is most appropriate but in some cases, depending on your age and whether you'll need to use the money (for example, before age 59 1/2 when the 10% early distribution penalty might apply) it makes sense to roll it over into an inherited IRA. So be sure to evaluate all your options. Best of luck.
    1 point
  2. If you don't need the cash just take the money and put it into an IRA.
    1 point
  3. Sounds like you are doing a very good job! All of these funds are registered with the SEC and the returns are public so you can "Google" something like "comparison of Vanguard funds" and you will find a bunch of information that may be helpful. In other words, there is history on these funds and you don't need the statements from this account to see what it is.
    1 point
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