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WCI #411: 401(k)s, IRAs, 403(b)s, and other Retirement Account Questions
White Coat Investor Podcast
Navigating Retirement Account Transitions
This chapter explores the complexities of managing retirement accounts after closing a solo practice, focusing on 401(k), Roth IRA, and the nuances of rolling over 403B funds into a governmental 457B plan. The discussion highlights the importance of understanding IRS regulations and state tax implications, particularly in New Jersey, to optimize financial decisions for early retirees.
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