#58 - Move 401K money

All I really needed to do on this one was call up our financial planner and ask him to get paperwork in process to move my 401K money from my old employer into my Roth-IRA account. I tried to do this late last fall, but somehow he never received the information from me. I kept meaning to follow up with him, but always seemed to forget. So I followed up again with him this month, faxed him the paperwork on my end, he then mailed me a form to sign, and that was that. This was a good 6 months overdue, so I'm happy to call it complete!