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Updated almost 5 years ago,

Guillermo Lopez's profile image
Guillermo Lopez's profile image
Guillermo Lopez
  • Rental Property Investor
  • from West Palm Beach, Florida
  • Member since Apr 12, 2016
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User Stats

13
Posts
5
Votes
Guillermo Lopez's profile image
Guillermo Lopez's profile image
Guillermo Lopez
  • Rental Property Investor
  • from West Palm Beach, Florida
  • Member since Apr 12, 2016
Connect
Guillermo Lopez
  • Rental Property Investor
  • West Palm Beach, FL
5
Votes |
13
Posts
Tax, SDIRAs & Cost Segregation

Advice on ROBS and what investments can be rolled over.

Guillermo Lopez
  • Rental Property Investor
  • West Palm Beach, FL
Posted

I understand the concept but I would like to know if a 403B is ineligible for rollover if you are currently employed with the company that administers the investment. I stumped a Tax Attorney and the tax attorney gave me a general response that left me unsatisfied. Would Bigger Pockets universe give me advice? I really appreciate it.

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