Open a second taxable brokerage account first.We intend to place our Vanguard taxable brokerage account in our living trust. The account, containing several mutual funds, has a number but individual mutual funds do not. We would like to exclude one of the mutual funds from the trust but we do not know how to approach it. I read here that Vanguard requires the accounts placed in trusts to be retitled. How can I leave one mutual fund out of the whole numbered account before placing it in a trust?
Although it's probably easier to open a new trust account and move everything else instead of retitling the existing account.
I'm curious as to your rationale. I cannot think of any reason to do what you are doing.
Statistics: Posted by toddthebod — Fri Jul 19, 2024 12:16 pm — Replies 2 — Views 160