financialRetirement Planning
#RI-69ba70a7
about 2 months ago
1
"Closing old Roth IRAs for company 403b"
What Actually Happened
Closed old IRAs, transferred funds to 403b
What I wish I knew
"Considered consolidation before penalties"
Advice to Someone Facing This Now
If I could tell you one thing
"Research company plans before consolidating"
Regret Score
3/10
Minor frustrations, but overall net-positive or acceptable.
financial Category Average
?%
of financial decisions share a similar regret distribution. (Coming soon)
Impact
-
Financial and Psychosocial impact distributions for this subset.
Advice for Someone Facing This
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