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Meet a Reader | Kim from Iowa

The Frugal Girl

We bought our house as a short sale in 2008. I just wanted to get away and I moved my 401K money to the advisor they referred me to. The plan is for us to both retire around age 58 and move back to the small town where I grew up. We also love travel and plan on doing much more of that when we retire. What’s your best frugal win?

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Investment Methods

Prairie Eco-Thrifter

My copy has a copyright date of 2008. When I retired, I used this method to re-invest the proceeds from my company 401K (that I had rolled into an IRA). It caught me by surprise that the stocks/mutual funds in which I invested while in the 401K could not be transferred in kind to my IRA.

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