Inheriting a Vanguard account? Learn more about investment beneficiary accounts and transferring money from your loved ones account.

Review our step-by-step process for account beneficiaries that shows how inheritance transfers for Vanguard accounts work.

When you’re the executor of an estate, there's a lot to do and a lot to process. Read Vanguard's helpful guide to navigating the inheritance process.

Sep 5, 2025 · Make the most of your inheritance. Explore key steps for financial planning, investing, and minimizing taxes after receiving an inheritance with Vanguard.

Inherited an IRA? Vanguard covers inherited IRA rules, applications, and required minimum distributions. Learn how to manage your inheritance wisely.

Mar 11, 2025 · Learn about inheritance taxes, including federal and state rules, thresholds, and strategies to minimize tax liability for heirs and beneficiaries.

The requirement to distribute an annual amount can vary based on a number of factors (final age of the original IRA owner, number of beneficiaries, etc.). Use Vanguard's Inherited RMD …

Log in to your Vanguard personal investor accounts here. Check your balances, buy and sell investments, move money, and view your performance.

May 23, 2023 · Share the beneficiaries outlined in your will and on your financial accounts as well as the people designated to make financial and medical decisions on your behalf.

In order to leverage a relay service, you must initiate a call to Vanguard. 711 dialing access does not work for calls initiated through the Internet, such as Video Relay Service, IP Relay or IP …