Tuesday, May 13, 2008

401K Roll-Over: Complete

It's done. My old 401K has been rolled over into my Vanguard Traditional IRA acount. The trades were correctly executed, and the whole thing took about 20 minutes of work, a single phone call and one mailed check. Presto. As simple as that.

What are you waiting for? Got an old 401K? Roll it over. There are many good reasons.

Now, all I need to do is get my wife to Roll over her old 401K from Charles Schwab to her E*Trade IRA. We'll see if the process is as smooth. I think that the fact that my roll-over was so easy will inspire her to make the move. I'll keep you posted.

I think this qualifies as my shortest post ever.

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