Search found 8 matches

by bman3
Thu Oct 26, 2017 12:37 pm
Forum: Investing - Help with Personal Investments
Topic: Anybody else having trouble with Fidelity site?
Replies: 8
Views: 680

Re: Anybody else having trouble with Fidelity site?

Okay, thanks all. That makes me feel better.

The fact that my personal account forced a password reset, and my wife's account password no longer worked just had me a little spooked.
by bman3
Thu Oct 26, 2017 11:47 am
Forum: Investing - Help with Personal Investments
Topic: Anybody else having trouble with Fidelity site?
Replies: 8
Views: 680

Anybody else having trouble with Fidelity site?

I tried logging into my 401k account to do a regularly scheduled check-up. However, after logging in Fidelity told me due to security reasons that I had to reset my password. So, I went through the whole process and successfully reset my password and got access to my accounts. I double checked my co...
by bman3
Fri Feb 08, 2013 9:03 pm
Forum: Investing - Help with Personal Investments
Topic: Confused, Vanguard says I'm not getting a 1099-R
Replies: 9
Views: 819

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 8:15 pm
Forum: Investing - Help with Personal Investments
Topic: Confused, Vanguard says I'm not getting a 1099-R
Replies: 9
Views: 819

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
Sun Feb 03, 2013 8:18 pm
Forum: Investing - Help with Personal Investments
Topic: Question about Vanguard Direct Deposit
Replies: 1
Views: 427

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
Mon Aug 13, 2012 7:04 pm
Forum: Investing - Help with Personal Investments
Topic: HSA Strategy Question
Replies: 20
Views: 2463

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
Sat Aug 04, 2012 10:18 am
Forum: Investing - Help with Personal Investments
Topic: Request for guidance / Portfolio advice
Replies: 3
Views: 608

Re: Request for guidance / Portfolio advice

Thanks for the advice, it's much appreciated.
by bman3
Sun Jul 29, 2012 5:38 pm
Forum: Investing - Help with Personal Investments
Topic: Request for guidance / Portfolio advice
Replies: 3
Views: 608

Request for guidance / Portfolio advice

Debt Credit Card - $ 9,872 @ 14.24 % Car - $ 2,578 @ 2.49 % School 1 - $ 8,560 @ various (3.28 / 6.80 %) School 2 - $ 27,201 @ various (3.40 / 4.50 / 5.60 / 6.80 %) Emergency funds : $1,000 Tax Filing Status : Married filing jointly Tax Rate : 28 % Federal / 4.63 % State (CO) Age : 35 / 32 Current ...