My wife, age 70 retired 8 years ago from a NJ school district and has a 403B with Corebridge Financial/VALIC. Does anybody know if she can switch to a Schwab rollover IRA without fees/penalties? I can't get a straight answer from Corebridge Financial advisor. Her 403B has significant fees and costs associated with the plan and we would like to make the switch to Schwab if this makes financial sense. Thank so much you.
Statistics: Posted by fxkowalski — Tue Jun 25, 2024 7:07 pm — Replies 6 — Views 297