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Brokerage accounts: tenancy by the entirety?

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  • East Tennessee MD
    replied
    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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  • The White Coat Investor
    replied
    In some states, yes.

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  • Tim
    replied
    Depends. Your brokerage should know.
    https://www.assetprotectionattorneys...uments/TBE.pdf

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  • Rotish
    started a topic Brokerage accounts: tenancy by the entirety?

    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?
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