Any time you’re moving money, you’ll want to make sure you’re dealing with a reputable IRA provider – and this can be especially true when it comes to 403b rollovers. Rollover to a 403b retirement plan is one that’s only offered to specific groups of people, including self-employed ministers, non-profit employers, and employees in public [...]
403b IRA Rollover Rules – What You Need to Know
Posted by bobrichards on March 31st, 2010
There are a number of different types of IRAs or Individual Retirement Accounts available today, and you can tell a lot about where a person works by the type of IRA they have. For example, if you have a 403b IRA, then it’s likely you work for an educational institution, hospital or a nonprofit organization [...]
Protect Yourself from 403b IRA Rollover Tax Penalties
Posted by bobrichards on March 26th, 2010
To protect yourself from 403b IRA rollover tax penalties, it’s a good idea to understand that there are two different types of 403b rollovers before you start the IRA rollover process.
Why Do a 403b IRA Rollover?
Posted by bobrichards on March 22nd, 2010
Investing for your retirement can feel overwhelming. After all – who wants to sit down and think about how many hundreds of thousands of dollars you’ll need to accumulate in order to retire in comfort and security? Unfortunately – whether or not you want to think about it – retirement planning is a necessary evil, [...]
What are the Benefits of a 403b IRA Rollover?
Posted by bobrichards on March 12th, 2010
If you’re employed by a public education organization, non-profit, cooperative hospital service or religious institution, you may be eligible to participate in a 403b retirement plan – the non-profit sector’s equivalent to the traditional 401k account. Like a 401k, 403b accounts offer tax-deferred growth on funds invested for your retirement and, depending on your [...]
