Hi Pauline – There’s no one answer to that question. I’d start by saying if you’re satisfied with the performance of the 403b you should leave the money where it is. If you feel you’d do a better job investing on your own, move it to a self-directed IRA. You can also move it to an IRA with a managed platform, like a robo-advisor if you want out of the 403b but don’t know much about investing. I’d talk with trusted financial advisors before doing anything with the plan.
]]>Hi Luke – I’ve pretty much explained the different types of basic annuities in the article. Maybe it’s time for you to talk to an advisor or agency who offers them and find out which is best for your circumstances. For example, you could call me!
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