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How do I roll over an account from a previous employer is a 403b and 401a?

Jun 20, 2019 by Deborah in  |  Flag
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Lonnie D Mclane Level 1

My recommendation would be to arrange consultation with 2 or 3 advisors and discuss your situation and determine if seperation from you employer plan is an appropriate option, several circumstances may prevail you from rolling over your plan to an IRA, this can only be determined upon a complete and accurate review and assessment of your current situation and investment objectives. Certain personal issues may suggest retaining the employee plan being your best choice. Get professional assistance.

1 Comment   |  Flag   |  Jun 30, 2019 from Lapeer, MI
Mike

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Flag |  Dec 16, 2019

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