I was contacted by a Vanguard representative about participating in a new planning program they have rolled out, called "Tax-Efficient Retirement Strategy". I didn't find a prior thread about this modeling service. The representative explained this service was without charge, although it could lead to a decision to put assets under management. Would someone be kind enough to point me to prior discussion thread(s) here? I wonder if anyone has completed this and would like to share their impressions.
Thanks,
3C
https://investor.vanguard.com/advice/ta ... t-strategy
Thanks,
3C
https://investor.vanguard.com/advice/ta ... t-strategy
Statistics: Posted by 3rdcoaster — Tue May 21, 2024 1:45 pm — Replies 2 — Views 204