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Three more points...

Submitted by Scott on March 23, 2008 - 06:07.

1. Though Philip and I discussed moving your IRA to a fund family, for those of you who may just be investing with a discount broker, their customer service can do this for you just as easily.(I say discount broker as I assume anyone interested in a blog like this would not be using a full service broker!)

2. Another benefit to rolling over is it gives you the opportunity to get and, and hopefully sell, the company stock that you may have accumulated as part of a company matching program.(For those of you who may be buying company stock in a 401k your own contribution, seriously reconsider getting those eggs out of that basket. Picure you worked at Bear Stearns and did that...you'd be facing probable layoff with Bearn Stearn stock funding your retirement...)

3. Philips sage advice applies to 403b accounts as well, for those of you who work for hospitals or schools.

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