Ask Terry Questions Individual Rollover IRA Vanguard Brokerage Account

Individual Rollover IRA Vanguard Brokerage Account

By Terry Savage on January 26, 2021 | Chicken Money

My husband & I have Vanguard accounts. His is 92% in stocks. We are looking to protect what is there but every time we call Vanguard they do not guide/help us make a move to not be so heavily in stocks but more into bonds. What they say is we need to get their advisory services! We are not looking for that service we just want to make the move to protect what’s there now! Just a one time guidance is all we’re looking for! Thanks for any help you can give us.

Terry Says

Just call and TELL them to transfer 50% of your money into their money market account that buys only Treasury bills. You won’t earn a penny — but you won’t LOSE a penny! And you’ll sleep better at night.

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