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trustee to trustee transfer
I am a retired teacher and during my working years I contributed to the 403b annuity plans sponsored by Valic. I retired in 2014 and left the balances there to accrue interest. Last month I transferred the money out to another trustee to get a better interest rate. I did not touch the funds, it was a trustee to trustee transfer of my former 403b investment. Will I have any tax liability?
‎July 20, 2023
12:25 PM