Yesterday, I mentioned that I was thinking about moving all of our retirement and education savings accounts to one brokerage, Vanguard. Spurred on by this comment from reader Matt, I did a little more research, and I have decided to make the move. Vanguard offers enhanced services for customers who qualify. Qualification for these services is based on total household…
Category: Retirement
Stuck Trying To Decide What To Do About My Retirement And Education Savings Accounts
I’ve spent the last few hours trying to decide what to do with our retirement and education savings accounts. As it stands, my wife and I have our Roth IRAs with one brokerage, my daughter’s ESA is with a second brokerage, and my SEP-IRA is with a third. I’d love to move them all to one brokerage, Vanguard perhaps, but…
Setting Up Automatic Contributions To Retirement And Education Savings Accounts
I’ve just spent a few minutes setting up automatic contributions to my Roth IRA, my wife’s Roth IRA, and three Education Savings Accounts (one for each of our children). Contributions to these types account can be made any time between January 1st of one year and April 15th of the next year. So, I have until April 15th, 2009 to…