Retirement


Gold IRA Rollover – Taking Control of Your Retirement Funds

While most investors may feel well diversified with stocks, bonds, and mutual funds in their IRA accounts, what many may not realize is that there are numerous other financial vehicles that they can include inside of these tax advantaged accounts through gold IRA rollover. Having gold in an IRA account can provide a number of benefits, such as diversification, protection of assets, and the opportunity for additional growth. Over time, […]

Financial Health and Wealth Advice - Gold IRA Rollover – Taking Control of Your Retirement Funds

What Should You Learn About Precious Metal 401k Rollover?

What Do You Need To Learn About Precious Metal 401k Rollover?

Investing in precious metals is one of the best options available for traders considering the boom in gold and gold bullion. However, it can be confusing because there are so many organizations offering the option to rollover a 401k into Gold. If you choose this path it means that you can put money into physical gold. In case you are inexperienced in investing in physical gold, it is crucial that […]


Paperwork for 403b IRA Rollover Accounts

The bad news about 403b IRA rollover paper is that there may be a fair amount of it. The good news, on the other hand, is that most of that paperwork will be provided for you by your 403b and IRA account trustees. The first paperwork you’ll be faced with is the paperwork needed to set up a new IRA that’s eligible to receive the funds from your 403b account. […]

Financial Health and Wealth Advice - Paperwork for 403b IRA Rollover Accounts

Financial Health and Wealth Advice - Easy Steps to Initiating a 403b IRA Rollover

Easy Steps to Initiating a 403b IRA Rollover

Let’s review one thing before we get started: You aren’t required to rollover your 403b IRA accounts if you’re moving from one job to another. If you’re happy with your 403b, you usually have the option to leave the money where it is without rollover. Changing jobs, however, is a good time to review your financial goals. If you find that you have better options for investing your money, you […]


403b IRA Rollover

Unfortunately – whether or not you want to think about it – retirement planning is a necessary evil, but it’s one that you need to face.  And it turns out, it doesn’t have to be as difficult as you may have imagined. Regardless of how long you’ve been in the workplace, you’ve probably got at least one old 401k or 403b account that’s still invested in a former employer’s retirement […]

Financial Health and Wealth Advice - 403b IRA Rollover

Financial Health and Wealth Advice - Common 403b IRA Rollover Mistakes

Common 403b IRA Rollover Mistakes

Private IRA rollover plans often give you access to more investment opportunities, allowing you to diversify your savings. However, there are a few things you need to be aware of before setting up your 403b rollover. Let’s look at some of the most common mistakes people make at time of rollover 403b to an IRA: Inadequate Preparation One common mistake people make when attempting to roll over money from a […]


How to Complete a 403b IRA Rollover

How you complete a 403b IRA rollover will be determined by the type of rollover that you’re initiating. In general, there are two different types of rollovers – indirect and direct. The good news is that completing a 403b IRA rollover process is a direct rollover rather straightforward – contact the manager of the account into which the rollover funds will be received (sometimes called the target IRA) and complete […]

Financial Health and Wealth Advice - How to Complete a 403b IRA Rollover

Financial Health and Wealth Advice - Are You Eligible for a 403b IRA Rollover

Are You Eligible for a 403b IRA Rollover?

If you’re thinking about performing a 403b IRA rollover to a new IRA, there are a few things that you’ll want to keep in mind when rollover your IRA. As you’ll soon learn there are some special considerations that will make rollover process easier and help to maintain the tax deferred status of your money. In all rollover matters, know that like can accept money from like.  In short, moving […]


When Does a 403b IRA Rollover Make Sense?

As you perform your annual financial review, you may want to consider rollover of money from your current 403b IRA to another retirement account. There are as many reasons to do a rollover as there are account holders, but there are a few generalities that can guide you as you make your decisions about performing a 403b IRA rollover. First, has there been a change in your employment status?  One […]

Financial Health and Wealth Advice - When Does a 403b IRA Rollover Make Sense

Financial Health and Wealth Advice - 403b IRA Rollover Considerations

403b IRA Rollover Considerations

In general, 403b accounts have a relatively limited membership base.  If you’re lucky enough to be part of a nonprofit or if you were hired by an educational organization, you’ll be eligible to participate in this type of retirement account.  However, if you leave a 403b eligible position and want to take your savings with you, there are few things you need to consider before initiating a 403b rollover. The […]