Jun 15, 2024 · Vanguard recently sent an e-mail, apparently to all its remaining legacy account holders, who have yet to "transition" to Vanguard's preferred all-brokerage setup in which forced transition is said to happen within 30 days, where the account will thereafter be "locked" unless the account holder transitions him/herself, losing all configurations and settings, until …

Feb 26, 2024 · Vanguard has some attractive actively-managed tax-exempt municipal bond funds that I prefer to Fidelity's versions. Vanguard's managed account products are inexpensive, so one's heirs couldn't go too wrong sticking with them and using their managed account products (Vanguard Portfolio Advisory Services). I maintain accounts at both.

Oct 16, 2013 · And, as usual, Total Bond Market Index did not meet the 50%-of-assets threshold to get a partial state tax exemption in CA/CT/NY; taxable investors in those states looking for an intermediate-term general bond fund should use the Intermediate-Term …

Mar 20, 2017 · Vanguard has these for the last few years with annual contributions but I am wondering if there's an easy way to find the sum of all contributions. Others have said I need to track this myself, but I am confused how the IRS would know if I am withdrawing contributions or gains if this isn't tracked anywhere..

Aug 24, 2023 · Per Vanguard's website Treasury Money Market fund is currently 82.1% treasury/USGO and 17.9% repurchase agreements. Several years ago FDIC accounts were yielding more than money market funds. If someone has hundreds of thousands (or more) in cash and cash-like investments for some reason then it becomes something to think about.

Nov 26, 2024 · Use Vanguard, unless Vanguard tells you to use something different. Use the address that Vanguard tells you to use. I thinks it’s in Texas. For both of the above, tell Vanguard that you are sending money to them and the approximate amount. There’s a button for that on the Vanguard website. They will give you the above info.

Jan 11, 2025 · Just logged into Vanguard and my IRAs are not there. My Brokerage Acct still shows, but my Roth and traditional IRA just simply don't exist. There's no transaction history for them, no sign they were swept somewhere else, no account with a Zero balance like it was transferred out, no messages from vanguard, no emails from vanguard, no sign they ...

Oct 20, 2023 · "You can update your user name by re-registering on vanguard.com from signed out. You’ll see an option to “Sign up for online account access.” Just click on that and follow the prompts. You'll need your account number to re-register. Once you re-register, you accounts will automatically be viewable under the new user name.

Mar 6, 2025 · Thinking back on it, my major problem was tracking a 401K administered by Vanguard. The brokerage and IRA accounts at Vanguard, Fidelity, and TRP seemed to work fine. Problem was the majority of my money was in the 401K so the tool became useless. I retired and rolled the 401K over to an IRA, I would guess things may be better now.

Jul 13, 2024 · Vanguard offers a Personal Advisor Service for a fee of just 0.30%, which is very low compared to the rest of the industry. Vanguard offers the best money market funds, paying the highest interest rates. All of my accounts are with Vanguard and I …