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Vanguard is in the business of offering financial advice, they have CFP's on staff that do just that. If you have enough in your account they'll even have free consultations with you, and are not commissioned based. Whether a Vanguard CFP would help answer the questions, I have no experience but...

Actually the initial person who had a limited knowledge on what I was even proposing, transferred me to someone else. So I assumed that the person on the phone would have more been more helpful. In reality, I just don't think i was asking very complicated questions. So if I call up Vanguard and...

Don, it wasn't a no-brainer. I was not sure what mid-term rate value to use in the calculation. With more DD I figured it out, but thought the rep on the phone could have answered a simple question. Guess Vanguard could have left out the "advice services" or clarified if you have enough in your...

Totally different scenario, you are asking the computer store to reconfigure the computer and I'm sure they would do it for a price if they had Linux licenses and familiar with wiping out the existing operating system. So what you are telling me is if this IRA had 1 million (not sure on exact...

Come on, they can't tell me that I can use the 120% of the mid-term rate from May or June to calculate a SEPP withdrawal in July and have what the last 2 months rates were? I realize there are calculators all over the net, but I was expecting someone on the phone line who could help me out...

So they can tell you a RMD that needs to be done at 70.5 from your 401K, but can't tell you what your SEPP withdrawal needs to be if you want to setup a 72t if give them what method you want to use? What the heck is the difference?

My wife and I called to setup a 72t from her IRA from Vanguard last Saturday. The woman I spoke to would not help me at all with my questions, she kept saying I cannot provide you with that information, this was after being transferred to her. These were extremely simple questions. 1) Can you...