Personal Investments • Any Benefit to having beneficiaries enroll in Vangard ahead of time?

Subject says it all.
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I think the answer is yes, at least it is in my case.

I've used Vanguard for years, and since I'm trying to teach those younger than I about how to invest I've suggested they use Vanguard. That way, I can answer any questions that come up, I can also gift shares now, which I've done, to help get them started on their investing journey.

Of course this is really only helpful with a taxable account as I would presume one cannot set up an "Inherited IRA" in advance.

Regards,

Statistics: Posted by retired@50 — Wed Jan 15, 2025 6:35 pm — Replies 12 — Views 415

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