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Photo Credit: Strevo
Ok, so we finally mailed the paperwork to rollover my husband’s 401(k) into a Vanguard Roth IRA. The actual process took around total of 30 minutes. Sending out the paperwork? Over 2 weeks.
Here’s how we did it:
Organized his old account’s paperwork. Before you rollover an account, make sure you have the old account information by your side to save some time. I was still missing some information, so I also had to log n to the old account’s website.
Opened An Account At Vanguard. We went to Vanguard’s to start the process. You can fill out the paperwork online, but you have to print, sign, and mail it.
Chose Initial Investments. Vanguard has wonderful index funds to choose from that are low cost and perform well long term.
Took 17 days to mail the paperwork. Someimes you’re just your own worst enemy.
If you’ve been putting off getting your finances in order, get it down now. Don’t wait like we did.
If this post was helpful, please buy me a cup of coffee. :D
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