Reply To: HSA vs 403b and 401a

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#4535
Bollo
Participant

I just got off the phone with the CU rep. She apologized and said she sent me the wrong forms and to throw them out. She then partially filled out a new form that said IRA Contribution and Investment Selection at the top and emailed them to me. Moving companies near me. I printed out 2 copies. She selected Rollover as the Contribution type. In parentheses, it said “Distribution from Traditional IRA,….or eligible employer-sponsored retirement plan that is being deposited into this Traditional IRA.” I’m depositing the money into my existing IRA marketedge account so I hope that’s ok. Just waiting for the checks to arrive this week from Fidelity. Much thanks for your prompt reply and support and guidance.
Best regards,
Melody

join, thank you!