Porter Hall in Bainbridge Island is doing 14 things including…

roll my over 401k

1 cheer


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Porter Hall has written 2 entries about this goal


This is done. Yahoo! I’ve been procrastinating on this for years. Years I say!

Now I need to work on my asset allocation…

I'm almost there

I’m embarrassed that it’s taken me this long to do something that only took a few minutes of my time.

I went to Fidelity and created a roll-over IRA online. They were housing one of my 401ks and simply moved it over. They also gave me instructions on how to transfer my other 401k—basically they mailed me a check addressed to Fidelity and including my new account number.

Fidelity has sent me a packet with an envelope to send to them the check from the other 401k.

Now, I have to build my model portfolio.

Porter Hall has gotten 1 cheer on this goal.


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