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Three Options For Rolling Over Your 403b Retirement Plan - 403b Rollover Rules
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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) 370-0777.
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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
Arkansas Insurance #27665 CRD #23344046
Strategic Wealth Partners and OnPointe Advisory and Financial Services, LLC are not affiliated
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We want to help you create a sound retirement with our own powerful economic model. We have helped hundreds of people just like you create a sound retirement.
incoming searches: 403b rollover, 403 b rollover, 403b rollover options, 403b rollover ira, 403b ira rollover rules, 403b rollover rules, 403b rollover 401k, mike mitchell, retirement success, financial planning, retirement planning, life insurance after retirement, life insurance retirement plan, life insurance as retirement income, life insurance as retirement plan, whole life insurance retirement income, life insurance as retirement investment
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) 370-0777.
+++++
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
Arkansas Insurance #27665 CRD #23344046
Strategic Wealth Partners and OnPointe Advisory and Financial Services, LLC are not affiliated
+++++
We want to help you create a sound retirement with our own powerful economic model. We have helped hundreds of people just like you create a sound retirement.
incoming searches: 403b rollover, 403 b rollover, 403b rollover options, 403b rollover ira, 403b ira rollover rules, 403b rollover rules, 403b rollover 401k, mike mitchell, retirement success, financial planning, retirement planning, life insurance after retirement, life insurance retirement plan, life insurance as retirement income, life insurance as retirement plan, whole life insurance retirement income, life insurance as retirement investment
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