Assuming them, I'm off to learn about this on Vanguard's site.You need to elect with Vanguard to "assume" your wife's IRAs versus "inheriting" them. Vanguard's site says that you can do an "assumption" even after you have done an "inheritance". Once you have "assumed" them, they are yours and you should have no problem merging them.
Statistics: Posted by MichaelRpdx — Wed Feb 21, 2024 1:03 pm — Replies 6 — Views 277