403 Withdraw or Transfer
I am 63 and have been retired for 5 years now. I want to transfer/or 403 savings into something’s else. I don’t want to pay 20% taxes for the funds. I only have 100,000 in the account and it’s low interest account. Any financial consultant near me you recommend?
Terry Says
First thing, you want to do a direct rollover to an IRA at Fidelity or Vanguard.
Read this: https://www.terrysavage.com/rollover-now/
When the money arrives there, tell them you want it put into a government securities money market mutual fund.
There will be no taxes if you follow the instructions in the article above.
Once it is there, please write back and I’ll tell you some conservative things to do with it.
