Personal Investments • Re: Vanguard's "Tax-Efficient Retirement Strategy" modeling service

Is it now truly no-cost?

It's no additional cost if you're a Personal Advisor Select client. The text below is copied from the linked webpage in the OP.

Included as part of the advice service to help you keep more of what's yours

This exclusive tool is included with Personal Advisor Select at no additional cost, so you can keep more of your money working toward your goals.

The general idea is that you get personal help with 3 big decisions.
1. When to claim Social Security
2. Whether to perform Roth conversions
3. What withdrawal order makes the most sense

Regards,

Statistics: Posted by retired@50 — Wed Jun 12, 2024 6:13 pm

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