Tax Law and Business Organization Strategy

Vanguard IRA Notice

For all of you with IRA's at Vanguard, please immediately see the article published by entitled "Disinherited by Vanguard" .  This article discusses the notice Vanguard has sent you regarding their new policy to combine IRA beneficiary desginations if you have more than one IRA at their company.  This new policy could have dramatic unintended consequences if you are not aware of your new beneficiary designation.  Although you will need to subscribe to this website (if you have not already done so), it is a free and immediate subscription.

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