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Vanguard 5305-simple Form: What You Should Know

Your plan includes a “SIMPLE” IRA under § 408 of the Internal Revenue Code (IRS), with or without an educational trust. If you have a SIMPLE plan, a SIMPLE IRA fund must be at least a 5% portion of any contribution. You cannot use this form to change your name to include a middle initial. This form is used for the SIMPLE IRA purposes. Vanguard Form 5309/RFI/RFI — Vanguard — Form 706 If your plan uses a SIMPLE IRA, you may want to make certain that we know where to send Form 5309/RFI/RFI. Form 706 contains information to help us send your tax-exempt, pre-tax IRA contributions to your plan.

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Video instructions and help with filling out and completing Vanguard 5305-simple

Instructions and Help about Vanguard 5305-simple

Hey guys it's a mom and Christina from Aris journey today we are going back into our Vanguard portfolio to share with you guys some more of our holdings but today we are gonna focus on the ETFs that we own if you've been watching our channel you know that about three months ago we went into our Vanguard portfolio and we went over everything that we owned but we really skimmed over the ETS but since then we've got over 400 comments and 75,000 views on that one video and so we want to go back and focus on different areas of it and on today's video we're going to focus on the ETFs that we are investing in for financial independence now if you've been watching our previous videos you know that we also invest in index funds and our favorite index fund of all time is VTS ax and we did a video on that but in this video we really want to talk about ETFs because our etf's have been on a tear and actually some of our ETFs have been up as high as 28% right now but before we get into the ETFs that we invest in let's do two things first we want to define what an ETF is and then we want to talk about why maybe you should consider investing in an ETF so an ETF is an exchange-traded fund and it trades on the New York Stock Exchange it trades on the Nasdaq Nasdaq wherever there is an exchange there's probably an ETF on it now if you're familiar with buying and selling stocks you do the same thing with ETFs you buy them and sell them the exact same way but ETFs are actually very special because ETFs actually...

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