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Tax strategy while moving 403b funds in retirement?
Tax strategy while moving 403b funds in retirement? I’m helping my aunt (~65F) manage her retirement accounts after she’s already entered retirement while trying to minimize the subsequent tax implications. She has a 403b account that’s been charging well over 1% in management fees, so we’d like to move that money into a Vanguard account. Obviously by cashing out the 403b there will be income tax...
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