Vanguard
This company is known for pioneering low-cost index funds and is headquartered in Malvern, PA.
Vanguard
This bird is the centerpiece of most traditional Thanksgiving dinners in the United States.
Turkey
This sport is played on a diamond-shaped field and involves bases, bats, and gloves.
Baseball
This is the age at which most individuals must begin taking required minimum distributions (RMDs) from traditional IRAs under current IRS rules.
73
Vanguard was founded in 1975 by this individual, often called the father of index investing.
John C. Bogle
This orange vegetable is often mashed and served as a sweet side dish, sometimes topped with marshmallows.
Sweet potatoes
This term in golf refers to scoring one stroke under par on a hole.
Birdie
This government agency sets the rules for IRAs and RMDs.
IRS
Unlike most investment firms, Vanguard is owned by this group, which helps keep costs low.
The fund shareholders.
This French term refers to a dish cooked and served in a small ramekin, often with a caramelized sugar top.
Crème brûlée
This country has won the most FIFA World Cup titles in men’s soccer history.
Brazil
This IRS provision allows individuals to roll over an inherited employer plan into an inherited IRA without triggering taxes, provided it’s done as a direct trustee-to-trustee transfer.
Direct Rollover
Vanguard uses this unique internal term for its employees, inspired by the company’s nautical theme.
Crew Members
This Japanese delicacy is made from thinly sliced raw fish, often served with soy sauce and wasabi.
Sashimi
This Olympic sport combines cross-country skiing and rifle shooting.
Biathlon
This strategy allows IRA owners who are 70½ or older to transfer up to $100,000 per year directly to a qualified charity, satisfying part or all of their RMD.
QCDs (Qualified Charitable Distributions)
This is the name of Vanguard’s headquarters campus located in Malvern, Pennsylvania.
The Ship
This pungent ingredient, often used in Asian cuisine, is actually a fermented soybean paste known for its strong umami flavor.
Miso
This term describes the rare achievement of winning all four major tennis tournaments in a single calendar year.
Grand Slam
This IRS rule allows penalty-free withdrawals from an IRA before age 59½ if you take substantially equal periodic payments for at least five years or until you reach 59½.
72(t) Exceptions