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Originally Posted by Easy
One suggestion, rather than directing the rollover to a number of VG funds on receipt of the transfer; set up your VG rollover account that will receive the funds as a money market account. Let your funds come in and then distribute as you wish from there, according to your preferences. Makes things a lot simpler and eliminates the potential for errors.
Easy
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I just rolled my MegCorp lump sum back in January and Vanguard actually recommended the roll to Money Market then to the funds I wanted after the dust settled. Just as "Easy" said, just setup roll over account and inform current holder where to roll it.
Because of fairly heavy small cap and emerging market funds I hold outside of VG I did
Vanguard Developed Markets Index Fund
Vanguard Total Bond Market Index Fund Admiral Shares
Vanguard Total Stock Market Index Fund Admiral Shares
Jeb
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