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Home > Smoothie (Day 9) & Roth Investments....Kind of

Smoothie (Day 9) & Roth Investments....Kind of

February 9th, 2012 at 05:49 pm

I did make my smoothie today for part of my lunch. I actually skipped the berries today. This one ended up being the most caloric so far at 300 calories.

1c water
2c spinach
1 banana
1 pear
1T chia seeds

It was very good. Fresh and green!

I made my final 2011 Roth contribution today in the amount of $2,000. I made one for DH too. However, it is going to get rejected. I accidently used an old bank account that is closed as the funding account. Oops. I called Vanguard. They said they can't cancel and it will get rejected. I need this contribution identified for 2011, otherwise, I'd just run it through again, but right now with the transaction I just did he's maxed out for 2011.

And this was a reminder, that DH and I really need to authorize each other as an agent on our accounts. Which ironically, I could do online!

The customer service rep wasn't going to talk to me. I completely understand for privacy and security. I've even worked in the same role. Luckily, I just needed to know how the reject would happen and if there was anything they could do. And they can't...so I will just wait for the reject. I likely won't be able to make his contribution until next week now.

So I kind of made our final 2011 Roth contributions!! Has something like that happened to you before?

1 Responses to “Smoothie (Day 9) & Roth Investments....Kind of”

  1. MonkeyMama Says:
    1328811505

    Interesting - I should do the agent account thing. I just assumed we couldn't do that with retirement accounts. That said, I usually just transact everything online. So it only matters when something goes wrong (like this) but then it would be nice to have the option to call, myself. My dh only has a VG account so I need to look into that.

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