Talk of The Villages Florida - View Single Post - Estate planning question
Thread: Estate planning question
View Single Post
 
Old 03-27-2025, 11:26 AM
Ecuadog's Avatar
Ecuadog Ecuadog is offline
Sage
Join Date: Jul 2011
Location: Limbo
Posts: 2,533
Thanks: 0
Thanked 1,244 Times in 585 Posts
Default
Quote:
Originally Posted by birdbob View Post
TOD or POD for the Fidelity, Vanguard, and ...
Small point... Vanguard does not allow beneficiary designation (TOD) on joint accounts. The last surviving account owner must take care of the TOD stuff.