sajohnson
Confused about dryer sheets
Thanks, that was helpful!
Please,please help with transition to Vanguard brokerage questions
- Thread starter Digger1000
- Start date
Thanks, that was helpful!
I transitioned a standard IRA and an inherited IRA overnight to the brokerage side of Vanguard. Pretty straightforward.
The request to transition our trust taxable account is another story. Vanguard effectively makes you enter in all of the required Trust information, even if the request to transfer is to the same Trust account. There are a few of the FCC questions regarding yearly income and available cash that could have been answered separately, but no.
Thankfully, there is a small balance on that account, and I seriously considered opening a basic joint account and moving the funds to that. Depending on how this transition proceeds (or doesn't!), I may go that route for the taxable account.
The request to transition our trust taxable account is another story. Vanguard effectively makes you enter in all of the required Trust information, even if the request to transfer is to the same Trust account. There are a few of the FCC questions regarding yearly income and available cash that could have been answered separately, but no.
Thankfully, there is a small balance on that account, and I seriously considered opening a basic joint account and moving the funds to that. Depending on how this transition proceeds (or doesn't!), I may go that route for the taxable account.
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