Monday, August 06, 2007

New 403(b) Transfer Rules

403(b)wise : Features : New 403(b) Transfer Rules

Dan Otter of 403bwise.com and author of Teach and Retire Rich has put together a great piece on 90-24 transfers and how they will change come the end of September 2007. This is a must read.

Scott Dauenhauer CFP, MSFP, AIF
www.meridianwealth.com
949-916-6238