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re: Wife has 403b from previous employer... leave it where it is is or relocate it?
Posted on 3/14/24 at 8:15 am to concrete_tiger
Posted on 3/14/24 at 8:15 am to concrete_tiger
I would look at the fees and how happy you are with the investment options they have.
1
Posted on 3/14/24 at 8:22 am to GeauxTigers123
quote:
I would look at the fees and how happy you are with the investment options they have.
Honestly I am looking at it more like housekeeping. We have 2 accounts at Fidelity already. If one or both of us croak, it just feels like it would be better for folks if it was in one place. She doesn't contribute at all to her current school's plan, they have a pension plan. I'd like to get putting $$$ into this every month again.
The school system does offer a roth IRA option, but it's with yet another bank that we don't use for anything.
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