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Let me clarify something:

When investing in a 403b, one has to decide if they will be in the same or higher income tax bracket when they retire. If they will be in a higher bracket, it may be best to fund the Roth first. Distributions from a 403b are treated as ordinary income, so I guess this is kind of a gray area.

Obviously 161% is a great return, but are you likely to see that figure again? Over time stocks clearly have done better, and I would suspect you are paying some type of management fee (and maybe others)investing in your mutual fund.

One other question to consider: when investing in a 403b/403b(7), are you getting into an annuity or mutual fund?


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