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RetirementRollover
#RI-6a6b02c7
5 months ago
1
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Lookback period: 3 years later

"Leave 403b where it is and start new Roth"

0

Converted 403b to Roth IRA and paid higher taxes

What I wish I knew
"Consulted tax professional before rollover"
If I could tell you one thing
"Consider tax implications before moving retirement funds"
5/10
Significant downsides.
Complicated feelings about the outcome.
No regretMixedDeep regret
Retirement Category Average
?%
of Retirement decisions share a similar regret distribution. (Coming soon)
Impact
-
Financial and Psychosocial impact distributions for this subset.

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