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Learning, Sharing, and Teaching => Ask a Mustachian => Topic started by: treesner on March 03, 2020, 04:26:00 PM

Title: Once a year FI tasks
Post by: treesner on March 03, 2020, 04:26:00 PM
hey guys I just remembered I forgot to max out my Traditional IRA (I wish this could be automated).
Makes me wonder if there's any other once a year things I need to remember to do?


for those that need a refresher on the confusing vanguard site:
—How to contribute to IRA: personal.vanguard.com > “my accounts” > “account overview” > “(your name)  traditional IRA (account number)” > “contribute/withdrawl” > “contribute to IRA” >  select checkbox for “Federal Money Market (Settlement fund)” > enter 6,000 (the 2020 limit)
Title: Re: Once a year FI tasks
Post by: kingxiaodi on March 04, 2020, 12:12:56 PM
Can you not automate it? Is there no annual option? My (weekly) contribution is certainly automated...

This link (https://investor.vanguard.com/contact-us/faqs/automatic-investments) might help.
Title: Re: Once a year FI tasks
Post by: treesner on March 05, 2020, 01:46:06 PM
Can you not automate it? Is there no annual option? My (weekly) contribution is certainly automated...

This link (https://investor.vanguard.com/contact-us/faqs/automatic-investments) might help.

ahh you're right you can select 100% and they auto calculate how much