Comments on: Weekly Financial Review #12

By: Wealth Building Lessons

Wealth Building Lessons — Fri, 06 Apr 2007 00:38:05 +0000

good reminder – i need to decide whether to do a 401k rollover too!
401k plans usually have high fees but atleast i can’t mess around with them.
If I keep the money there, i know I’ll have something in retirement. If I have
to self manage it, there is always a chance I’ll mis-manage it!

By: Lazy Man

Lazy Man — Wed, 04 Apr 2007 21:24:04 +0000

Ten years after the last Boston April Snow Storm? Interesting...

By: snoonan

snoonan — Wed, 04 Apr 2007 21:17:32 +0000

Thanks mentioning my site, Lazy. Hopefully some folks will find it useful.. especially those in the high school/early college age range.

Yeah, and with regard to baseball and spring, you’re not alone. It’s snowing right at the moment here in Boston if it’s any consolation. Gotta love it..

By: dong

dong — Wed, 04 Apr 2007 19:56:33 +0000

I’m in the process of rolling my old 401K into my current 401k. It’s years overdue. The whole process is rather infuriating. There are lots of documentation requirements for what I assume will be a direct 401k to 401k rollover. I just had my check sent back to me because of the lack of documentation, and I thought I had everthing, but I missed the “distribution notice.” I though that was the documenation (labeled “distribution notice”) indicating my account was coming from a eligible 401K source, but it was actually the notice specifying that my distrubition was non-taxable (the top stub of the check). Either way i have to send it to them again…