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This is true to my experience as well, although I'm still a loyal Vanguard customer. I actually got dubious tax advice from a Vanguard rep that could have screw
by opmac 8y ago
This is true to my experience as well, although I'm still a loyal Vanguard customer. I actually got dubious tax advice from a Vanguard rep that could have screwed me if I didn't do a bit more research. That being said, I do tend to prefer them over Fidelity (I am currently a customer of both), but maybe it's worth taking a closer look now.
- JibJabLab 8y agoDoes Vanguard offer tax advice? Why not reach out to a tax accountant?
- opmac 8y agoI asked what the tax implications were for performing a backdoor IRA conversion for an account I hold with them, and what they told me regarding tax implications was straight up incorrect. I did eventually speak to an accountant, which is how I wasn't burned by them.