Oh this is getting better and better...
Now that I have the Transamerica rollover forms in front of me, they are asking for a letter from Vanguard, an “acceptance” letter.
Let’s just add another two weeks to this process.
edited for another update, this one for the afternoon: the “transfer team” at Vanguard is too backed up to help me today.I can call tomorrow morning and get better results, says the investment guru.
I am another step forward in my Vanguard account. 85% of the money has been deposited in Vanguard. I’m still working with Transamerica to get the other batch of money from them to deposit in Vanguard. 100% of this Vanguard money is going to go into cash or CD.
edited to make sense
Last edited by iris lilies; 8-9-20 at 9:45am.
Oh. Is this a short term plan or a long term plan? Just trying to understand.
Ah, I see. Many folks going to cash until end of year, from what I have seen and heard. I thought you meant you were going to permanently be in cash in Vanguard to balance out what dh is doing in rest of assets. This seemed to shortchange what Vanguard could do for you.
There are currently 1 users browsing this thread. (0 members and 1 guests)