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JABoa -

You said: "I haven't researched this fully; there's the question of "substantially equal withdrawals" versus a straight annuity."

Well, if you're patient, see IRS publication on Rule 72t disbursements (about those "substantially equal withdrawals"), or consult a qualified advisor to help!

BTW, I wouldn't always rush out to transfer a 403b to an IRA... There may still be some benefits to the old plan (loan provision being one that comes to mind). Take your time before taking action - you probably can't "undo" a mistake!

Regards, PP

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