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Video instructions and help with filling out and completing simple ira vanguard
Hey everyone what's up this is phil with the finance explorer i'm back with another how-to video today we are going to show you how to open up a Roth IRA through vanguard from the vanguard homepage you will select open a new account here you can see highlighted I have the Roth IRA to the left there circled with a lookingglass you're going to select the retirement portion under retirement you're going to go with the Roth IRA the Roth IRA is a great choice for young adults and those who are looking to invest over the course of a lifetime this is a great opportunity and a great cornerstone for beginning investing if you have already set one of these up and are simply looking to exchange your fund from one fund to another you can skip ahead at the video now to later in the video and I will show you how to do that to begin setting up your Roth IRA you will simply click start Roth IRA some things you will need before getting started and along the way you will need your routing number and account number from your bank you will need your employers name and address and about half an hour or so to put this all together I'm just gonna highlight a few things here most of this setup is pretty generic and basic you're just gonna go through putting your name obviously your information address everything that you would need nothing too crazy here you may have to look up your employer name it's going to do that beforehand bank and routing numbers these can be found on your cheque otherwise through your bank accounts and just kind of more information here when it comes to this point this is what to do with your dividends and capital gains I suggest reinvesting them automatically you can have them put into a fund to be dealt with later I like to just reinvest them here you'll have an opportunity to review all of your information to make sure everything is correct I've edited out my portion so you can't see all of my stuff I'm just going through lots of jargon here more review you'll be asked which of these applies to you I've blanked out this because some of these are actually correct again with some of your answers this is a consent for electronic delivery of your information and packets for all this legal stuff finally the signature page making this official and your accounts get set up just a quick reminder to make sure that you have adequate funding for your accounts before you make any transfers here's more legal information the terms and agreements okay let's set up your username and password for online access you'll have to setup your usual questions and you can set up text codes to receive information via text okay finally continuing on we're going to buy Vanguard mutual funds we've.