Ask a YFP CFP® #55: Are there any tax implications for rolling over my old 403(b) accounts to a traditional IRA?

Your Financial Pharmacist

English - February 01, 2021 12:44 - 9 minutes - 10.9 MB - ★★★★★ - 160 ratings
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Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Cindy in Albuquerque, New Mexico: Are there any tax implications for rolling over my old 403(b) accounts to a traditional IRA?

Mentioned on the Show:

YFP Planning: Financial Planning for Pharmacists Free Guide: Should I Rollover My Dormant 401(k)? YFP 072: Investing Mind Tricks: How Behavioral Bias Affects Our Decisions YFP 073: How to Determine the Priority of Investing YFP 074: Evaluating Your 401k Plan YFP 075: DIY, Robo or Hire a Planner? YFP 076: Investing Rapid Fire Q&A Baker’s Dirty Dozen: Principles for Financial Independence by Joe Baker, MBA with Lindsey Jordan Baker Joe Baker Book a Free Discovery Call with YFP Planning Send in your questions here or to [email protected]

Disclaimer: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question.