Whether you're rolling over a 403(b) from a job change, deciding between a pension check or monthly payments, or trying to make sense of overlapping retirement accounts, these services help nurses and allied health workers with hospital plans and pensions. You work shifts and don't have time to research every option. Pick the service that matches where you are, and we'll walk you through it.
403(b) rollover
Once the old plan administrator has signed forms, a direct rollover usually takes 2–6 weeks.
Read more →Pension lump sum or annuity
The plan must send its written explanation 30 to 180 days before the annuity start date, so expect the comparison to take a few weeks and start when the packet arrives.
Read more →Account consolidation
Avoid forgotten-plan fees and a mailed-check withholding mistake.
Read more →Retirement income planning
You leave with a 1-page roadmap showing which account pays you monthly and the income line to stay under, such as $109,000 single MAGI for the standard 2026 Medicare Part B premium of $202.90.
Read more →Roth conversion strategy
The first roadmap usually takes 2 reviews over about a month, then the conversion amount is revisited each fall before December 31.
Read more →457(b) payout choices
The first step is reading your plan document to see whether the 457(b) is governmental or non-governmental, because only a governmental plan can be rolled into an IRA.
Read more →Social Security timing
You get a 1-page roadmap showing your monthly check at 3 claiming ages, rerun at every yearly review.
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