This thread is interesting to me because I also have a 403b account at TIAA and will need to move it to an IRA at Fidelity next year or the year after. I am quite concerned about the process and a bit confused about some of what I read in this thread.
Ideally, I would like not to receive a check myself from TIAA but rather that the funds will move directly to Fidelity. I do understand that they will be liquidated out of the market during the transition period,
Question #1 - is it possible for the funds to move directly to Fidelity (without getting to me personally first)?
Question #2 - if anyone has experience with that, how long approximately would the transition take (and the funds be out of the market)?
If anyone with experience can explain the process, that would be appreciated.
Thank you and best wishes,
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4803.
Ideally, I would like not to receive a check myself from TIAA but rather that the funds will move directly to Fidelity. I do understand that they will be liquidated out of the market during the transition period,
Question #1 - is it possible for the funds to move directly to Fidelity (without getting to me personally first)?
Question #2 - if anyone has experience with that, how long approximately would the transition take (and the funds be out of the market)?
If anyone with experience can explain the process, that would be appreciated.
Thank you and best wishes,
4803.Statistics: Posted by 4803 — Thu Dec 05, 2024 9:37 am — Replies 6 — Views 215