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Brokerage accounts: tenancy by the entirety?

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  • Brokerage accounts: tenancy by the entirety?

    I noticed this as an option when setting up a new brokerage account on vanguard today.

    I live in a state where real estate titled as TBE affords asset protection; does this asset protection extend to brokerage accounts as well that are created this way?

  • #2
    Depends. Your brokerage should know.
    https://www.assetprotectionattorneys...uments/TBE.pdf

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    • #3
      In some states, yes.
      Helping those who wear the white coat get a fair shake on Wall Street since 2011

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      • #4
        I live in a state that allows tenancy by the entirety. Would it be worth the hassle of retitling my Vanguard taxable account for asset protection? Right now it is titled joint tenants with right of survivorship.

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