Prairie Eco-Thrifter

MAY 6, 2016

Greenblatt maintains a web site Magicformulainvesting.com. 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.

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

Big Cajun Man from THE Canadian Personal Finance Site asks What is Your Financial Plan B? Crystal from Stupid Cents talks 401k Allocation and where to put your money. The disrespect of authority and lack of appreciation is nothing new. It has gone on for generations. However, I think there has been an increase in occurrence.

Personal Finance 240

Personal Finance Finance Family Debt 240