Career Changers

Job Changers

If you have a 403(b) plan, and are changing employers, or changing careers, or taking a sabbatical, then you have several choices:

Roll your 403(b) plan values into an Individual Retirement Annuity (IRA) with an insurance company, or
Roll your 403(b) plan values into an Individual Retirement Account (IRA) with a qualified custodian, or
Transfer your 403(b) plan values into another 403(b) with a new employer, or
Leave your plan balance with your current employer.

Which choice, or choices, is best for you and your family?

That is where a Chartered Financial Consultant can help you!

If your 403(b) plan includes life insurance inside the plan, there are some decisions that you need to make, including some decisions that cannot be undone if you make a mistake. These decisions are best made with the help of a Chartered Life Underwriter.

If you decide to go ahead and retire, rather than returning to work with another employer, then there are some income tax traps that you will want to avoid, and that is where a Chartered Financial Consultant can help.

For a FREE initial consultant, please click here.


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