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You’ll find client-ready resources, financial planning information, and training opportunities to fit your unique needs. At Vanguard, you don’t need to settle for one-size-fits-all solutions.

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Year-end strategies

Get help with year-end strategies.

In a constantly evolving tax and health care landscape, you need up-to-the-minute information to help you prep for client conversations—especially at year-end.

We’ve got tools and resources to help you educate clients now and throughout the year on crucial topics like:

  • Tax-smart retirement investing strategies like Roth conversions.
  • Estimating retirement health care costs.
  • Estate planning.

Discover continuing education opportunities as you explore our wealth management resources or try our free health care cost estimator.

Client-ready resources

Get in touch with your Vanguard sales team.

Let us know how we can serve you.

Disclosures
  • All investing is subject to risk, including the possible loss of the money you invest.
  • Diversification does not ensure a profit or protect against a loss.
  • Be aware that fluctuations in the financial markets and other factors may cause declines in the value of your account. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Past performance is not a guarantee of future results.