Saturday, September 6, 2014

401K rollover - finally!

One of the tasks that's been on my to do list for, *ahem*, quite some time now is rolling over my 401K. There are advantages to having all of the money grouped together (from a fee perspective), and it's also much easier for me to have one broker to deal with.

After lots of phone calls, paperwork, and research, I received a check yesterday for $349K. Woohoo! It's now on its way to my new brokerage firm, and I should have a fully merged 401K in no time. Also, I was a little caught off guard by the value - I typically look at our retirement savings in a spreadsheet where all assets are combined, and the money doesn't feel very "real". Receiving a check for $349,000 definitely made it feel more "real". I've worked pretty hard over the past 15 years, and aside from the other ways we've invested and spent our money, I'm proud of my focus on saving for retirement. M has his own sizable retirement portfolio (slightly larger than mine, as he's older), but what a nice feeling to open up that check! :-) I didn't get to enjoy it for long, but it was great to have a visual measure of progress.

What else is on the agenda for today?

  • Sam has his first soccer game, and then a play date/movie with a friend. 
  • I'm making pizza dough for our dinner tonight
  • I need to plan the menu for the week
  • 3 mile run
  • Yoga (optimistically)
  • I offered to bring snacks to Sam's soccer game, so need to get that all prepped
  • Bake bread
  • Clean the fridge
  • Deal with all of the tomatoes that are about to go bad - my ongoing challenge of the summer ;-)
  • Library to return books
  • Costco for our weekly supplies

That's a pretty full day. What about you? What's on your Saturday "to do" list? 


  1. Busy day! We brought our cans in to recycle. We are headed home to.make lunch and then I will nap :) ,

    Great job on the 401k.

  2. Glad you got it rolled over. Indeed, much better to track it all in one place, especially if rolling it into a comparable or better company. Good luck with the tomatoes! Here at home my parents only know how to use tomatoes very limited, so a lot of it ends in the blender and made into sauce.

  3. Well done! That really is a nice savings built up. We do all our own investing and took our pensions when we left our regular jobs to invest ourselves rather than leave it with the companies as we had the choice. If you don't stay on top of it all it is so easy to lose track.

  4. A check for $349,000? What willpower you had to send it on....

    That was some list for a Saturday! We went to my son's cross country meet, out to lunch, and then home to do 4 loads of laundry. Not too bad at all! :)