steelyman
Moderator Emeritus
I got around to rolling over a Roth 403(b) account to a Roth IRA today.
The motivation was that I learned that a 403(b) is subject to RMDs (even if Roth). This was Fidelity to Fidelity, transfer in kind, so why not?
[ADDED] I don’t know if Roth 401(k)s are treated similarly but it would be worth checking out if that applies to you.
The motivation was that I learned that a 403(b) is subject to RMDs (even if Roth). This was Fidelity to Fidelity, transfer in kind, so why not?
[ADDED] I don’t know if Roth 401(k)s are treated similarly but it would be worth checking out if that applies to you.
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