Prairie Eco-Thrifter

MAY 6, 2016

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. Instead, they had to be sold within the 401K and the proceeds reinvested in the IRA.

401K 100

401K Money Emergency Fund Goals 100

Prairie Eco-Thrifter

JANUARY 12, 2014

Examples of financial advisor suggestions that would have steered my family wrong: An estate trustee at a bank recommended selling off Chevron stock that my Aunt owned “because it is too risky”. Vanguard’s Personal Financial Planner thought I should change invest all my retirement money in bonds when I moved it from my 401K to an IRA.

Money 170

Money 401K Bank Banking 170

Prairie Eco-Thrifter

JULY 4, 2011

Crystal from Stupid Cents talks 401k Allocation and where to put your money. Glen Craig from Free From Broke asks Are Banks Ratcheting Up Their Profiling Efforts? , “In family life, love is the oil that eases friction, the cement that binds closer together, and the music that brings harmony.&#. I must admit I am guilty of this.

Personal Finance 240

Personal Finance Finance Family Debt 240

Prairie Eco-Thrifter

MAY 10, 2012

After all it was not the people who caused the problem so why should they suffer while the banks get off scot-free? Nick presents How much house is too much posted at Step Away from the Mall , saying, “Buying a house is never a simple process… Here’s my thinking about how to buy just enough house for my family.

Money 113

Money May 2012 Debt 113

Prairie Eco-Thrifter

APRIL 6, 2012

That would just be silly and… Jeffrey presents Money Rules Book Review: A Quick Guide to Finances posted at Money Spruce , saying, “I recently checked out the new book Money Rules: The Simple Path to Lifelong Security by Jean Chatzky. But its the hacks you dont hear about that can get you. .”

Money 133

Money Finance Personal Finance Real Estate 133