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no grandma check

March 4th, 2006 at 05:56 am

Got word from sister, who had gotten word from the cousin who does grandma's finances. No more divesting of assets in March or ever; by law grandma has to have 5 years worth now. 20% of my greedy grubby self is bummed (naughty!); the other 80% is breathing a sigh of relief. I've been trying to figure out what to do with what's left of her money now since November. Won't have to worry about that.

Took the fateful step of rolling over my TIAA CREF money into Vanguard. Its never, ever as easy as the ads make it out to be. You usually have to alert both sides of the transaction what you want to do - Vanguard to set up the IRA that it'll roll into and TIAA Cref to alert them that I want to withdraw it. Worse, it could be that I'll have to call U of Arizona (my original employer). I just know that there's going to be an icky step where I'm going to have get a signature guarantee from my bank. But if a meth-addled identity thief can do it, so can I.

Anyway, I printed out all the Vanguard forms and my TIAA CREF current position, and my TIAA CREF Q4 statement, too. Then I'll call TIAA CREF Monday and set the wheels in motion.

Lunch today was weird. I just wanted to go to a quick quiet place. Unfortunately since this is the first nice, blue-sky, warm Friday of the year, it seemed like everyone and their unemployed uncle was out and about. Every place I wanted to go to and eat had a line and today I was not thrilled about a line. Found a quick sandwich and salad (6$) and saved myself some bucks. It was just plan c.

In gym I learned about the roman chair and doing upside down situps. Lunges yesterday. Geez its hard work to get thin!

2 Responses to “no grandma check”

  1. Tim Says:
    1141719832

    What prompted you to switch to Vanguard? Good luck at the gym!

  2. baselle Says:
    1141794209

    The story, quick and neat: In my current job, our 403B funds were originally in Vanguard, but then got moved to Merrill Lynch. So I have a little experience with that. I got a family gift. I decided to fund my 2005 and 2006 IRAs, and do it through Vanguard.

    I want to keep my money in one place (I don't have that much), so when I heard about some of TIAA CREFs missteps (NAV calculation problems and a hiking of fees despite shareholder voting), I thought that perhaps it was a good time.

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