Recent content by inquisitive_IHB

I've had a Roth for a few years, but had to just recently open a Traditional since my 401k from previous employer will be rolledover to IRA. In addition to the rollover, i want to contribute to the Traditional. Now, the maximum contribution for year 2008 for singles assuming qualified is...

I think so too. I called my ex-employer and asked them to call ING back to see if the proper forms were sent since the ING forms seemed more in line with what i wanted to do.

For some reason, i can't attach the "claims distribution" from ING here in the forum, so i am pasting it here. Step 1: Participant Information Employer/Plan Name Employer/Plan Number - - Participant Name (print full name) Social Security Number or Taxpayer Identifying Number - -...

Hey guys, I noticed that ING also sent me a form a while back. However, i was still told to fill out form by ex-employer and send/fax it to them. Here are the forms:(sent by ex-employer and ING). They look similar but still different. The "In service" one is the one the ex-employer sent. The...

I was told by ING to contact my ex-employer(plan administrator) to fill out a form(one that i posted) and my ex-employer would send them(ING) the form. They would then take care of it with Scottrade. Scottrade also told me to let them know when ING sends the check in their name(Scottrade). This...

First, off i am only 32 yrs old, single and not near retirement age yet. I was laid off with a former employer several years ago and had invested in a 401k. Well, i've decided to just last week to transfer that money from the 401k to my online brokerage IRA account(Scottrade). My 401k funds were...