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Advice & retirement

Partner with a Vanguard advisor

Working with an advisor could help you earn more toward your goals. Get the personal attention you need—at the low cost you'd expect from Vanguard.

Working for your benefit

See what you get when you partner with a Vanguard advisor and how that advisor stays focused on you.

Getting started

Get answers to your questions and help with your enrollment ($50,000 minimum).


Retirement

Deep breath. Planning for retirement isn't as overwhelming as it seems, and we're here to help.

Saving: Ages 20–49

Just … save. When was the last time something so important was this easy?

Preparing: Ages 50–64

You've got some big decisions to make. Luckily, you don't have to make them alone.

Living: Ages 65+

As you go from a life of saving to one of spending, we'll guide you through the transition.


Investing goals

Whether you're working with an advisor or managing your own portfolio, the first question is always the same: What are you saving for?

Saving for college

Find out how much you'll need and how to get started.

Planning for emergencies

Avoid dipping into your savings by building an emergency fund.

Saving for other goals

Set aside money for other big purchases you're anticipating.


Investor education

Whether you're a beginner or advanced investor, we've got the help you need to kick it up a notch.

Getting started with investing

Begin with the basics.

Choosing investments

Find investments that suit your goals and style.

Trading online

Buy and sell with ease.

Understanding taxes

Plan for a snack-size tax bite.

Managing your portfolio

Stick with your plan for the best chance at success.


Other resources

Use calculators and tools to help you make smart decisions, handle estate planning tasks, and find all the tax information and forms you need.

Forms

Save your stamps—most forms can be completed online.

Calculators & tools

Create or fine-tune your investment strategy.

Tax-filing information

File your taxes the right way, the first time.

Naming beneficiaries

Protect your legacy—keep your designations up to date.

Inheriting accounts

Take ownership of a Vanguard account after a loved one has passed away.