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re: Wife has 403b from previous employer... leave it where it is is or relocate it?
Posted on 3/15/24 at 11:10 am to concrete_tiger
Posted on 3/15/24 at 11:10 am to concrete_tiger
Before you roll it over, consider whether you’re planning to do any Roth conversions. Once it’s in an IRA it’s subject to the pro rata rule.
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