I have an individual account at Vanguard with my wife as a beneficiary. I intend to open another brokerage account (to keep the monies separate because of different investing objectives and timelines) and would like to understand the pros and cons of a joint a/c vs. an individual a/c in terms of asset protection, logistics if I want to transfer money between the accounts, and anything else to consider. Thanks for any advice.
Statistics: Posted by kavish1964 — Sat Nov 02, 2024 2:53 am — Replies 0 — Views 53