403b IRA Rollover Considerations

In general, 403b accounts have a relatively limited membership base.  If you’re lucky enough to be part of a nonprofit or if you were hired by an educational organization, you’ll be eligible to participate in this type of retirement account.  However, if you leave a 403b eligible position and want to take your savings with […]

What are the Best 403b IRA Rollover Options?

In most cases, the direct transfer is the best 403b IRA rollover option, as you won’t have to worry about handling the money yourself or about whether or not you’ll be able to complete the rollover in time to receive your 20% mandatory withholding back. For this reason, it’s a good idea to discuss your […]

Common 403b IRA Rollover Mistakes

Performing a 403b IRA rollover makes good financial sense. After all, you can likely earn a better rate of return on rollover funds invested privately than through an employer’s limited offerings. In addition, you’ll find that private IRA rollover plans often give you access to more investment opportunities, allowing you to diversify your savings. However, […]