Not exactly the most exciting thing on the list, but it's something that I've needed to do for over a year and I thought that putting it on the list would motivate me to finally get it done....it worked. I had a SEP IRA from a job that I had over 10 years ago and rolled it into the 401k with my current employer. Sounds easy, right? Wrong. It practically took an act of Congress to get this accomplished. Four phone calls and two forms later, it's finally rolled over.
Date Completed: November 30, 2009
Tasks Completed: 16/101
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Sounds like a BIG PITA. Not fun. that's why I'll just stay at the same job forever :)
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