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.
Prairie Eco-Thrifter
MAY 23, 2017
Those experiences – be they positive or negative – make us the person we are, at any given point in our lives. I also saved – maxing out 401K contributions to build up the retirement funds. As author BJ Neblett so aptly says: “We are the sum total of our experiences.
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Prairie Eco-Thrifter
JANUARY 12, 2014
I’ve ignored most of them, successfully to this point. 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. What YOU need in YOUR asset allocation model may well be very different from their generic recommendations. Stocks were cheap.
Prairie Eco-Thrifter
JULY 31, 2015
Being out of the work force to raise babies put me behind on the retirement savings front, but I caught up through regular 401k contributions, and additional IRA savings and ended up with more than most people do put aside. At one point, there was an ice skating rink next to my office so I skated at lunch. Get healthy.
Prairie Eco-Thrifter
APRIL 30, 2013
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. My Predicament. I retired in 2010 (yeah!). I moved my retirement savings from two company plans into an IRA.
Family Balance Sheet
AUGUST 17, 2011
It got to the point where I couldn't close the drawers of my filing cabinet, so I took some time to weed them out. Keep the quarterly statements for your 401k or other IRA accounts until you receive the annual statement. Are your financial documents piled up in the corner of your office or under your desk? Check for any discrepancies.
Family Balance Sheet
MARCH 15, 2017
In October 2003, I left a career as a department store buyer with a nice paycheck, paid vacation days, 401k match, profit sharing, and health benefits, to pursue a life of self employment with my husband where all of those things are up to us. I should have known at that point that the writing was on the wall for our insurance carrier.
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