Ask Terry Questions Rolling over 403b

Rolling over 403b

By Terry Savage on November 19, 2023 | Financial Planning / Retirement

I will retire in Oct 2024 and turn 65 in Nov 2024
What is the best way to invest my small 403b of approx $ 50k? Should I rollover into an existing small IRA affiliated with 403b broker?

Terry Says

Read this and avoid brokers! Then when you do the rollover, put half in the equity-income fund, and perhaps half in a money market fund.

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