Why get advice from Vanguard Personal Advisor Services?
1. The reassurance you're doing everything you should
Saving money for retirement over the years may not have been easy, but it was probably relatively straightforward.
Spending your retirement money can be a lot more complicated—and it's important to make the right decisions that will help your savings last.
Your questions are as personal as you are and might include:
- How can I generate income when bond yields are low?
- Which should I withdraw from first—my IRA or my taxable account? Roth or traditional? Dividends or principal?
- Should I buy an annuity? What kind?
- How can I keep my taxes as low as possible?
- What's the best way to leave money to my family and support causes that are important to me?
A Vanguard advisor will custom-develop a plan that's based on your personal goals and financial situation, and then guide and coach you as much as you want—giving you the confidence that you're doing all you can to reach your goals.
And because your advisor spends time getting to know you and your goals, you can trust that every decision will be made with your best interests in mind.