financialRetirement Planning
#RI-69ba70a7·4 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 Index
3/10
Significant downsides.
Complicated feelings about the outcome.
Complicated feelings about the outcome.
Advice for Someone Facing This
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financial Category
1,609
financial decisions logged. Avg regret 5.4/10 across the category.
Same Outcome Band
35%
of financial decisions land in the settled band the same as this one.
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