Three Options For Rolling Over Your 403(b) retirement plan

by Christian financial advisor Mike Mitchell

Have a retirement question? Call Mike today at (833) 370-0777

This week, financial advisor Mike Mitchell answers a listener question:

“I have a 403(b) retirement plan with $250,000 in it. Can this amount be rolled over to another self-directed retirement vehicle?”

– Ben B. (FTM Platinum Member)

According to Mike Mitchell, there are at least three ways to rollover your 403b to another retirement plan.

1) A Trustee to trustee rollover to a self-directed IRA
2) Transfer your 403b to another 403b or a 401k
3) Another option is called an “in-service rollover”. There is typically an age requirement attached to this option.

Do you have questions about 403b ira rollover rules? Reach out to Mike Mitchell today!

Request a complimentary risk profile and review of your retirement plan — and discover how we can help you prepare for a sound retirement — by calling Michael Mitchell toll-free at (833) 370-0077.

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DISCLAIMER: Advisory services offer through OnPointe Advisory and Financial Services, LLC. Registered Investment Advisor. 2090 Marina Avenue, Petaluma CA 94954-6712 800-395-0045

Michael D. Mitchell
Michael.Mitchell@OnPointeAdvisory.net
Arkansas Insurance #27665 CRD #23344046
Strategic Wealth Partners and OnPointe Advisory and Financial Services, LLC are not affiliated

Followthemoney.com is not an investment advisor. Our research tools and commentary are presented to our members for educational and informational purposes only. We do not provide professional investment advice. You should always consult a trusted investment professional before making any investment decisions.

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