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403b — take the money now?

By Terry Savage on June 15, 2022 | Wild Card & Pandemic Related

I have a 403b which I haven’t contributed to in 10 years. I am 64 and not working. Should I transfer this 403b to a savings or CD account? Thank you so much.

Terry Says

No, don’t TRANSFER it — Roll it over directly to an IRA.
Read this recent column: https://www.terrysavage.com/how-to-rollover/

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