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Net unrealized appreciation: How you may save on stock transfers
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Thinking of transferring company stock from your employer-sponsored retirement plan to an account in your name? Find out if the net unrealized appreciation strategy is right for you and your tax situation. |
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Open a Vanguard Nonretirement Account
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For upgraded Vanguard Brokerage Account clients . . . Learn about Vanguard Brokerage Services® and open a nonretirement brokerage account to invest in Vanguard mutual funds and other securities. |
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Transfer an account to Vanguard
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Move assets from a nonretirement account at another financial institution to a new or existing Vanguard® nonretirement account. |
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Uniform Gifts or Transfers to Minors Enrollment Kit
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Open a Vanguard Uniform Gifts or Transfers to Minors (UGMA/UTMA) account. |