Penny For My Thoughts

When I started my (then-newish!  Been there a year!) job, I was concerned about my 401K contribution, as I knew my employer would contribute a set amount, but not an amount I would know about until the end of the year.  A few weeks ago I got the word-my earning were matched at 45%.  I’ve [...]

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Dividends hit my rollover IRA and Roth IRA’s at Fidelity on Monday.  They were close to $150, which is no small amount.  Wellheeled may not have been far off from the truth when she stated that they were a girl’s best friend.
In less responsible news, I remembered to renew my iPod’s warranty…40 days too late.  [...]

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Enrolled in my new benefits yesterdayy.  I was pleasantly surprised to learn that my new medical coverage includes an eye exam, so my concerns regarding vision coverage are moot.

I was, however,slightly disappointed to learn that I don’t qualify for the HCFSA until 90 days after my date of hire-I need to order contacts, and I [...]

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I called up the recordkeeper of my current 401K, as I wanted to see whether they had me as terminated yet or not (they did, yay!)  While I was on the phone, I got some happy news-my former employer had an extra retirement plan.  I was aware of this, but never thought I’d be there [...]

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Having just rolled over my Roth IRA, trying to figure out what to do with my 401K was high on my agenda.  Because of the balance, I can’t keep it in my 401K*, it would be moved into an IRA at the firm my 401K is through.  I’m very much against just cashing my 401K [...]

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My Roth IRA transfer to Fidelity is finally completed, so yesterday I took the liberty of getting it out of cash and into funds-I went with about an 80%/20% split between the 2040 Freedom Fund and the 2035 Freedom Fund (Fidelity also uses dollars to allocate investments, I’m used to percentages).  I also made the [...]

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So, remember a couple of weeks ago when I said my non-internet life was interfering with the amount of blogging time I had?  There’s a reason for that-I gave notice at my job (which was my first “real” job) on Thursday.  I’ve accepted a position elsewhere.  Of course, this means that there will be a [...]

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Yesterday I had a message from Sharebuilder.  They wanted to let me know I didn’t have the transfer fee-I had thought they would deduct it, but I needed to put it in my Sharebuilder account.  So it’s been transferred, and hopefully this is the end and my Roth will get transferred.

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I got out of work yesterday and saw I had a voicemail from Fidelity.  They had a question about my rollover paperwork.  I feel, illogically, like I’d been called to the principal’s office-”I’m a good girl, I dotted my i’s!”  I called today-they just had a question about my ING/Sharebuilder account number.  So hopefully the [...]

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I ended up opening a Roth IRA with Fidelity.  I filled out the papers to rollover my IRA and mailed them to Fidelity.  (sidenote-Sharebuilder’s IRA may not thrill me, but they were very quick to let me know via e-mail that Fidelity’s paperwork would be fine).  I’m feeling a little shaky on the fact that [...]

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