I contributed $75 to my IRA and $25 to my brokerage.
My wife had a few stocks sitting at different brokerages. We decided to bring them all under one roof. I send E*Trade an email requesting that my wife’s name is added to the brokerage account. We had to submit a little bit of paperwork and mailed it in. I took about 1 week for her name to be officially added. Once she was named to the account the rollover was fairly simple. I used E*Trade’s online tools to make the request and then mailed in signed forms authorizing the transfer.
The transfers consisted of:
2 shares of Advance Auto Parts, Inc (AAP) originally bought for $159 each while she was employed there.
120 shares of Lowe’s Company Inc (LOW) originally bought in 1999 for $14.23 per share, the total cost was $1,707.60. These were a gift from her Grandma.
$570.55 in “cash” from dividend payouts over the years. We have paid taxes on the dividend payments over the years.
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