article thumbnail

Should You Invest In A Rising Market?

Prairie Eco-Thrifter

Unfortunately, to move them, I had to cash some the investments out in the 401K, leaving me with quite a few funds to get back into the market. In hindsight, we all would have sold out of the market at the end of 2006! My Predicament. I retired in 2010 (yeah!). I moved my retirement savings from two company plans into an IRA.

Economy 187
article thumbnail

How Long Should You Keep Financial Documents

Family Balance Sheet

Our personal bank has statements online all the way back to 2006. Keep the quarterly statements for your 401k or other IRA accounts until you receive the annual statement. Bank Statements - One nice thing (among many) about the electronic age is that banks keep statements online up to a couple of years. Check for any discrepancies.