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Sara Kelin

Common 403b IRA Rollover Mistakes - 0 views

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    If you request a 403b IRA rollover and don't specify that you want a direct rollover, many of the same penalties involved in a distribution of funds may occur, largely negating the advantages of a rollover.
Sara Kelin

How to Complete a 403b IRA Rollover - 0 views

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    The 403b rollovers are reportable events, although they aren't considered to be taxable events. Unless there's a compelling reason against it, be sure to choose a direct rollover for your 403b IRA rollover.
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