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Re: Confused, Vanguard says I'm not getting a 1099-R

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.
by bman3
Fri Feb 08, 2013 10:03 pm
 
Forum: Investing - Help with Personal Investments
Topic: Confused, Vanguard says I'm not getting a 1099-R
Replies: 9
Views: 595

Confused, Vanguard says I'm not getting a 1099-R

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 ...
by bman3
Fri Feb 08, 2013 9:15 pm
 
Forum: Investing - Help with Personal Investments
Topic: Confused, Vanguard says I'm not getting a 1099-R
Replies: 9
Views: 595

Question about Vanguard Direct Deposit

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...
by bman3
Sun Feb 03, 2013 9:18 pm
 
Forum: Investing - Help with Personal Investments
Topic: Question about Vanguard Direct Deposit
Replies: 1
Views: 304

HSA Strategy Question

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...
by bman3
Mon Aug 13, 2012 8:04 pm
 
Forum: Investing - Help with Personal Investments
Topic: HSA Strategy Question
Replies: 20
Views: 1952

Re: Request for guidance / Portfolio advice

Thanks for the advice, it's much appreciated.
by bman3
Sat Aug 04, 2012 11:18 am
 
Forum: Investing - Help with Personal Investments
Topic: Request for guidance / Portfolio advice
Replies: 3
Views: 466

Request for guidance / Portfolio advice

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...
by bman3
Sun Jul 29, 2012 6:38 pm
 
Forum: Investing - Help with Personal Investments
Topic: Request for guidance / Portfolio advice
Replies: 3
Views: 466

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