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Old 02-01-2012, 01:41 PM   #21
Recycles dryer sheets
Join Date: Jan 2005
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I just rolled some IRAs and Roth IRAs to Vanguard this morning. DH and I had too many accts at too many places and I wanted to consolidate everything to two places. (Vanguard and our local credit union) I cannot believe how easy it was. Now if something happens to me DH has just two calls to make to check on our finances. I put this off for TOO long but thanks to you guys (and everything I read here ref. Vanguard) I finally made this happen. I'm psyched!!

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Old 02-01-2012, 02:05 PM   #22
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You're very welcome.
Now please make out a check for 1.5% of your assets and mail it to the website administrators. Repeat annually.

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Old 02-01-2012, 07:12 PM   #23
Confused about dryer sheets
Join Date: Jan 2012
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Update- I talked to a Vanguard rep. last week and everything went very smooth. I was on the phone for over an hour and he was so nice answering everything and giving investment recommendations. I've printed and mailed everything and now I'm just waiting for the money to arrive (and probably a phone call from our Ed. Jones guy). I'll have the hubby talk to him Thanks again to all of your advice, it was very easy.
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Old 02-01-2012, 08:16 PM   #24
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Thanks for the update. Looks like another success story with Vanguard .

Have you ever seen a headstone with these words
"If only I had spent more time at work" ... from "Busy Man" sung by Billy Ray Cyrus
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