In this episode, we tackle a common question about retirement planning: Can you roll a 401(a) into a 403(b)? The answer is yes—but it’s not as simple as it sounds. We break down the IRS rules, key considerations, and potential tax implications involved in transferring funds between these two employer-sponsored retirement plans.

Here’s what we cover:

✅ Eligibility: Learn how to check if your 403(b) plan accepts rollovers and what rules your 401(a) plan may impose. ✅ Tax Implications: Understand the difference between pre-tax and after-tax contributions and how they impact your rollover. ✅ Timing and Fees: Discover how fees, timing, and investment options play a critical role in ensuring a successful rollover that aligns with your retirement goals.

Whether you're planning your next career move or simply consolidating your retirement accounts, this episode provides clear guidance to help you make informed decisions. Tune in to simplify your financial future!

Check out our guide here!