Date: Mon, 18 Dec 2006 09:28:42 -0600
From: "bo peep"
Newsgroups: misc.invest.financial-plan
Subject: Re: Rollover from a 403(b) or NOT!!
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po.ning@gmail.com wrote:
> She wants to roll them into an IRA, not access the funds.
The point was: she's age 53, coming up on the age 55-59.5 window where
a 403(b) has the advantage of penalty-free access, which the IRA lacks.
When a person is in their 50s, the chances of becoming unemployed
increase quite a bit, so it's good to have some readily available
funds.
John Cowart
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