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Rolled over wife's 403(b)

December 16th, 2020 at 08:04 pm

I've procrastinated on making a couple of financial moves for way too long but I'm finally making some progress.

DW and I called her 403(b) company yesterday to find out what we needed to do to rollover her account. She already has an existing rollover IRA from a prior job so the 403(b) funds can go into there.

We downloaded the form needed and filled it out. Today we got her old employer to sign it, as required, and I'll mail it tomorrow (assuming we're not snowed in).

Next up is rolling over her 401k. I downloaded the form for that but I have a question about something so we need to give them a call to clarify that.

I'll be glad to have two fewer accounts to deal with and keep track of. It will make retirement a bit easier when it comes time to start taking distributions from the accounts.

Posted in Personal Finance | 2 Comments »

2 Responses to “Rolled over wife's 403(b)”

  1. rob62521 Says:
    December 18th, 2020 at 09:04 pm 1608325446
    1608325446

    It sounds like your rollover was far easier then mine was a few years ago. I had to go through a lot of hoops.

  2. Dido Says:
    December 19th, 2020 at 03:02 pm 1608390175
    1608390175

    Congrats, getting things consolidated into accounts at one custodian and fewer accounts helps a lot in retirement!

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