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Author: ziggy29 Big funky green star, 20000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 756691  
Subject: Re: 457 Deferred Comp Plan Date: 8/23/2000 10:11 AM
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>> I plan to leave the state soon (at age 60) and have about $125, 000 in my deferred comp - invested in FMAGX, FOCPX, UNCGX, VFINX, and VWINX. What are some strategies for these funds since I can not roll them into an IRA? <<

If you don't need the money for a while, I'd definitely leave it where it is. It looks like you have a pretty solid choice of investments in there, so I can't imagine any other option justifying the tax hit. Once you start needing it, you can either take the lump sum or annuitize, depending on how much you need.

Good luck!

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