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Thanks so much all. I looked in my "Taxes" filing folder and found my 1099-R from Schwab. They must have sent it right after I did the rollover and I forgot all about it. Luckily, I filed it away and didn't lose it.

In 2012 I did a rollover from a previous employer's 401k plan to a new Vanguard IRA. Charles Schwab sent me a check, which I then sent to Vanguard. Shouldn't I be getting a 1099-R form for this? This is the first time I've done a rollover so I have no past experience to go on. I called Vanguard and ...

I recently set up my direct deposit on the Vanguard website. I had to choose whether I wanted to deposit into my 2012 Roth or my 2013 Roth. I chose my 2013 Roth. My question is what happens on my first paycheck for next year 2014? Will it continue to put money into my 2013 Roth, or will it switch ov...

I recently started a new job where I'm going to take advantage of an HSA account. The investment funds available don't look all that great to me. Here's the list: Neuberger Berman Real Estate A (NREAX) (1.21%) Oppenheimer Developing Markets A (ODMAX) (1.30%) American Funds Capital World G/I F-1 (CWG...

Thanks for the advice, it's much appreciated.

So to give you some background, I've been really dumb with my finances. I read Dave Ramsey's Total Money Makeover about 8 months ago and that helped me lift the fog from my eyes. That was a good start and since then I've read many more personal finance books and I've been browsing this forum for a f...