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Old 08-15-2015, 09:48 AM   #61
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Join Date: Dec 2002
Location: Oahu
Posts: 26,564
Originally Posted by Beryl View Post
A broker mistyped my employment status as "unemployed" instead of "retired" on a 401K to IRA roll-over application form. It was a dumb mistake because the same institution manages my company's pension which I now receive. Maybe it is because I'm younger than normal retirement age.

I voluntarily retired after almost 30 years at the same company and being listed "unemployed" sounds like I'm a "slacker" somehow. I have no plans to obtain employment again.

She suggested that I corrected it on the form and initial both of our copies but I'm wondering if I need to follow-up to make sure the correction was made permanent in my files. I don't want to make more out of this than necessary.
It'd be interesting to read a "four years later..." update.

Originally Posted by Lakewood90712 View Post
I think I'l drop a note to Nords . Maybe he can find some new deductions if he uses " Surfing Instructor ' as occupation.
Nah, you'd actually have to earn some income. "Chairman of the Longboard" is an unpaid position.

I enjoy teaching people how to surf because it makes me a better surfer...


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