403B Rollover – Is it possible?

Short answer is yes.  Similar to a 401k rollover, a 403b can also be rolled over.  You have the right to do a direct rollover from one 403b to another 403b without much problems.  It is also very possible to do a transfer from one 403b to a traditional IRA.

The biggest thing to consider and remember to do is to find out whether there is any penalty or fees that can effect your account prior to doing the rollover.  Often times you’ll realize that your 403b happens to be a tax sheltered annuity.  In which case, like I mentioned before… to verify the surrender fees and the remaining time left on your annuity.

Looking for a penalty free option?

Ask Binh

Binh Nguyen

(832) 273-3392

admin@401krollovers.info

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