Friday, August 7, 2015

Still trying to roll over my Roth IRA

This is the third time i'm sending in paperwork...

First Capital One 360 wouldn't take it because my phone number was handwritten on the form...

Then Vanguard calls me to tell me they need a statement along with the paperwork...

Who would have thought it would take so much time and effort to move an account?

Lets hope the 3rd times the charm!


  1. I have been a long time follower of your blog though have never commented. I just want to say that I admire how you manage your finances and the details that you put in your monthly/ yearly updates. Great job! I too have just gone through the process of transferring investment accounts - so much paperwork.