I currently have 403b's with Vanguard, Fidelity and Aim/Cigna. Over the past 25 years I have stopped contributing to some and have moved the accounts around seeking the best returns. How do I determine the ground rules on these investments as far as age, payout, etc? I'm not sure who the original investments vendors were.
Hello gary!As I understand, you have 403b accounts (more than one!). When you are 59½ you may begin withdrawing from any/all accounts. It will be "ordinary income" and subject to income tax. Each vendor can review the basic rules with you - call them!Best wishes, PP
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