Hi. I found your course and have gone through it . With all the info I learned, I am currently reviewing and consolidating my husband and I’s retirement funds ensuring we are investing in the correct target date index funds. I am currently a SAHM and for ease of everything would like to keep it all under one account. It seems like a simple question but can I consolidate my accounts into one but under my husbands van guard sign in? So in our vanguard account we would have a Roth IRA and IRA in his name and then a Roth IRA and IRA in mine . Also If following the steps , Roth would be the way to go in terms of opening a spousal ira. Is there anything different I need to do to open a spousal ira?
I’ll cover this in tonight’s office hours (6/16/2021) with the recording available afterwards on the course site!
If you’re not signed up for office hours, you can sign up here.
Hey Jeremy! You have to have a separate sign in for each individual .