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Re: 403b & 457 transfer to IRA after job termination

The ER for the new PSP I looked up on TRP as I already have an account there; they only gave me a list of the holdings. I will confirm that I can actually roll over. The ER for the other accounts come from my billing statements. My plan had been to cash out the 457 as I don't feel comfortable leavin...
by curiousg
Thu Feb 14, 2013 9:39 pm
 
Forum: Investing - Help with Personal Investments
Topic: 403b & 457 transfer to IRA after job termination
Replies: 21
Views: 2460

Re: 403b & 457 transfer to IRA after job termination

Hi guys,
I think I'm fully updated.
Took a while to get details of the new PSP plan for next year. Turns out it's at TRP.

My primary goal overall is to consolidate accounts and holdings. I can tolerate an aggressive approach and just want to let things be.

Thanks, Lori
by curiousg
Sun Feb 10, 2013 12:41 am
 
Forum: Investing - Help with Personal Investments
Topic: 403b & 457 transfer to IRA after job termination
Replies: 21
Views: 2460

Re: 403b & 457 transfer to IRA after job termination

thanks re: basis definition

I still plan to update my original post with the data requested when I get it.

you guys have been quite helpful
by curiousg
Wed Jan 30, 2013 8:03 pm
 
Forum: Investing - Help with Personal Investments
Topic: 403b & 457 transfer to IRA after job termination
Replies: 21
Views: 2460

Re: 403b & 457 transfer to IRA after job termination

emergdoc, what is a "basis"? I've requested information about the PSP I will be eligible for next year and they will be giving me that information shortly. Going into my first job I knew it would be temporary (I was aiming for 5 yrs) - so I went to low cost of living area so I could tackle...
by curiousg
Thu Jan 24, 2013 8:34 pm
 
Forum: Investing - Help with Personal Investments
Topic: 403b & 457 transfer to IRA after job termination
Replies: 21
Views: 2460

Re: 403b & 457 transfer to IRA after job termination

Hi retiredjg, thanks for all of that. It's a bit over my head. I updated my original post with the information requested. Mass mutual had both gross and net expense ratios and I listed both as I wasn't sure which was the more helpful. Unfortunately I cannot access my former hospital's retirement web...
by curiousg
Wed Jan 23, 2013 10:24 pm
 
Forum: Investing - Help with Personal Investments
Topic: 403b & 457 transfer to IRA after job termination
Replies: 21
Views: 2460

Re: 403b & 457 transfer to IRA after job termination

Thanks for the replies. Even though I've been trying to understand finances for the last 7 yrs or so after completing medical school, I'm not at all savvy so by "professional help" I meant someone I could talk to for guidance who will help me manage my portfolio. I don't intend to give up ...
by curiousg
Mon Jan 21, 2013 10:22 pm
 
Forum: Investing - Help with Personal Investments
Topic: 403b & 457 transfer to IRA after job termination
Replies: 21
Views: 2460

Re: 403b & 457 transfer to IRA after job termination

Thank you, I will look into that. Do you have any suggestions as to what kind of professional help I should seek for general finances?
by curiousg
Sat Jan 19, 2013 11:51 pm
 
Forum: Investing - Help with Personal Investments
Topic: 403b & 457 transfer to IRA after job termination
Replies: 21
Views: 2460

403b & 457 transfer to IRA after job termination

Hello all, I need some advice with what to do with my money. I just left my job in the last week of 2012 and am trying to decide what to do with my accounts. I do not want to leave it with my old employer (large hospital). My new employer (small private practice) only offers a profit-sharing plan bu...
by curiousg
Thu Jan 17, 2013 9:28 pm
 
Forum: Investing - Help with Personal Investments
Topic: 403b & 457 transfer to IRA after job termination
Replies: 21
Views: 2460

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