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 education organizations. Because of this, you may need to address certain tax issues before setting up a separate 403b IRA rollover account. To ensure that everything proceeds correctly, you’ll want to discuss all of your rollover options with your IRA providers you’re considering to see what they recommend. (more…)
