Choose investments for your rollover IRA
Think about your investing style and how active you want to be in choosing your investments.
"I'd like some professional investment advice."
Once your rollover is complete, we can help you manage your investments. Call us at 877-662-7447 to learn about how you can partner with us to make sure your retirement savings strategy aligns with your goals.
"I want to invest in Vanguard mutual funds & ETFs."
Get a complete portfolio in a single, all-in-one fund
Based on your current age or years to retirement, you might consider a broadly diversified Vanguard Target Retirement Fund with a professionally managed investment mix. We also have online tools and resources to help guide you.
Once you've made your selection, each fund automatically rebalances itself and gradually reduces its stock exposure, adding more bonds to become more conservative as you near your retirement date.
Get a recommendation online
Answer a few questions about your investing style and situation, and we'll recommend an asset allocation that we think may be suitable for you.
Handpick your own investments
You'll never pay a commission to trade ETFs (exchange-traded funds) and Vanguard mutual funds online through your Vanguard Brokerage Account.
"I'd also like more investment options."
Pay no commission to buy or sell stocks online or trade new-issue CDs (certificates of deposit) and corporate bonds. You'll also have access to more than 3,000 no-transaction-fee mutual funds from other companies.
Related brokerage question
The way an investment portfolio is divided among the broader asset classes of stocks, bonds, and short-term reserves. Also known as "investment mix" or "asset mix."
Yes. Call us at 800-523-9442 and one of our rollover specialists can help you reinvest in the funds you already have.