Join Early Retirement Today
Thread Tools Search this Thread Display Modes
Old 02-07-2013, 08:38 PM   #21
Thinks s/he gets paid by the post
Join Date: Jul 2005
Posts: 3,805
Originally Posted by wrichards58 View Post
that is what we are looking at.... with pensions a year total 67,000.. we will convert over to a Roth as much as we can to stay within the right tax bracket.
But should we roll over all his 403b into the IRA this spring
If that's a question at the end, then there is no tax reason to split the rollover. It's only the Roth conversion that you have to do piecmeal.

Animorph is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 02-07-2013, 09:45 PM   #22
Thinks s/he gets paid by the post
Join Date: Jan 2006
Posts: 2,504
If it is of any interest and depending on what your state offers or not, you
might want to consider whether (if your 403B plan is ERISA protected) keeping the 403B with its possibly greater creditor protection (state-dependent) has any value compared to the rollover into an IRA. CA, for example, doesn't have very good protection for IRAs. Don't know about your state.

kaneohe is offline   Reply With Quote

Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

Similar Threads
Thread Thread Starter Forum Replies Last Post
Looking for advice on best way to sell moderate size Lionel toy train collection prototype Other topics 6 07-23-2012 11:20 AM
Intro and advice sought Xraptox Hi, I am... 4 11-29-2011 10:27 AM
Advice about moving to Ontario, Canada Flex4 Life after FIRE 38 09-15-2011 10:25 AM


All times are GMT -6. The time now is 08:36 PM.
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2016, vBulletin Solutions, Inc.