2) My $7,000 Roth Contributions ($3k 2004/$4k 2005) are invested in a Vanguard Roth IRA in VTTHX, along with
3) My Ameritrade Roth IRA (previously cash) which is also transferred to the Vanguard Roth IRA.
4) My wife’s $7,000 contribution is still sitting on the sidelines, due to some issues with her recent name change. I need to get working on that.
All in all, I am pretty happy with the speed of the transfers. Vanguard said it would take up to 10 weeks, but it took only about four. I almost have all my family’s IRAs at Vanguard. (And I am totally free of E*Trade!) I had to fill out some paperwork and get them “Medallion Signature Guaranteed”, but that was free at my local Bank of America branch.
By Jonathan Ping | Goals | 2/5/05, 9:28pm