A Personal Finance Blog
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Financial Goals for Spring 2010
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January 9th, 2010Uncategorized
Financial Goals for Spring 2010 Yes, I think in semester’s. Here is what I am contemplating for this semester:
- Make my 2010 Roth IRA Contribution
- Roll over 401(k) from my holiday job to a Roth or transfer it to my brokerage
- Find more affordable car insurance before February 11
- Obtain a credit report from one of the three agencies
- Budget/Keep track of my expenses
- Diversify my investments
2 responses to “Financial Goals for Spring 2010” 
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Very clever, splitting up your financial goals by semesters! That makes sense especially at this time in your life, where everything is very dynamic.
I think for #2, you might have to roll your 401(k) to a traditional IRA, and then to a Roth IRA.
Someday, I’ll have to do #4 (free credit report) too, it only makes sense!
I got burned by not diversifying (#6) my investment in 2007, from now on I’ll be rebalancing my portfolio often…
Sounds like some great goals for the semester!
Good luck!
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@Don at MoneyReasons.com
I am really confused about #2 and I think you may be right in that I need to do a regular IRA before I can do a Roth IRA.
Don@MoneyReasons January 10th, 2010 at 10:25