What steps do you need to take to get your 403b account moved over to your IRA, 401k or another 403b? Here is the step by step breakdown, who to contact and estimated timeline.
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Hey I'm the beneficiary of parent 403b. I was planning on taking the lump sum and of course paying taxes, but I seen they was giving me the option of rolling it over to a ira and such which would advoid fees and taxes,
What are you guys opinion on which route I should go?
So my district discovered that my investment company was contributing to my roth and not a 403b. So the company wants to move the money (3000) into a 403b and they offered to pay me the lost gains because they placed it in the wrong account as well (about 500) if I sign a release that will indemnify them. They claim that both of these money moves will be non taxable events. Is that true?