Contributions
Earned Income
The age that determines whether your distribution is early or not
59.5
Vanguard's 4 Investing Principles
Goals, Balance, Cost and Discipline
The 2 forms VG issues and the 2 they don't
Issue: 1099R and 5498
Don't: 8606 and 5329
Name of the first man to walk on the moon
Neil Armstrong
The last day to make a contribution for a given tax year
Tax Day (Generally April 15)
Roth IRA Distribution Ordering Rules
Contributions, Conversions (Taxable 1st, Non-Taxable 2nd), Earnings
If a VG MF has both an Investor share class and an Admiral share class, generally what will the investment minimums be for each:
Investor: $3,000
Admiral: $50,000
The tax forms issued if I transfer my Vanguard IRA to an IRA at Charles Schwab
None
The name of the deepest point of the ocean
The Mariana Trench
The dates between which you can make an IRA contribution adjustment
Jan 1 - Apr 15 (tax day)
The requirements to receive tax and penalty free distributions of Roth IRA earnings
Account must be established for at least 5 years and the owner must be at least 59.5 years old or meet a special purpose exception
The minimum amount of money required to be eligible for PAS at Vanguard
$50,000
Form 1099R Code Q - Reason for this code
Qualified Distribution from a Roth IRA
The highest grossing movie of all time
Avatar
The maximum amount of money that an individual can make to be eligible to contribute the full amount to their Roth IRA for tax year 2023. They file married - jointly
$218,000
Taking money from your IRA with the intent to bring it back in is known as this. Also, the amount of time you have to bring it back into the account
Indirect Rollover, 60 days
ETF or MF:
Maria has $1000 and wants to invest in a fund that mirrors the S&P 500
Dave has $40,000 and is interested in actively managed funds
Thomas wants to set up an automatic investment plan on his fund
Claire wants to purchase her fund at a particular price
ETF, MF, MF, ETF
The reason that the taxable amount will not be determined for most tax forms issued by VG
VG is not required to track deductible or nondeductible contributions to your IRA
The name of the historical figure who is on the ten dollar bill
Alexander Hamilton
The potential maximum dollar amount that someone could contribute to their Traditional IRA during CALENDAR year 2024
$13,500 or $15,500 (depending on age)
The name of the Intelledox form that we would use to assist a client with rolling funds from their VG IRA to an employer retirement plan held at another institution. What is the special consideration when filling this form out for a VBA account?
IRA Distribution Form (TA or VBA)
The money you want to rollover has to be available in the settlement fund
The name, and the length of time, of the Vanguard policy that prevents you from purchasing back into a mutual fund after you've sold it
Frequent Trading Policy, 30 days
Form 8606 is used to track these 4 things
Nondeductible contributions to Trad IRAs
Distributions from Trad, SEP or SIMPLE IRAs
Distributions from Roth IRAs
Conversions from Trad, SEP or SIMPLE IRAs into Roth IRAs
Both the Men's and Women's World Cup has been competed over the past year and a half. Name the winner of either tournament. (Bonus 100 points if you can name both).
Men: Argentina
Women: Spain