Do You Have an IRA at Vanguard? Beware!
August 19, 2008 by Lynn, Clarity Coach
Filed under Money and Meaning
Were you one of the 170,000 Vanguard investors who received a letter in July of 2007 explaining that its
“Change in beneficiary policy will help you simplify your planning?”
If you received the letter, did you understand the consequences? If you are like most people, you didn’t.
Ignore Vanguard’s Letter at Your Peril
When Forbes showed Vanguard’s letter to IRA experts, they were outraged. What did the experts have to say? Read more
