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Updated almost 9 years ago on . Most recent reply

Account Closed's profile image
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Account Closed
  • from Long Beach, California
  • Member since Mar 30, 2013
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Account Closed
  • from Long Beach, California
  • Member since Mar 30, 2013
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Account Closed
  • Long Beach, CA
5
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Innovative Strategies

403(b) to Self Directed IRA

Account Closed
  • Long Beach, CA
Posted

Hi,

Does anyone here have experience rolling over funds from their 403(b) retirement account into a self-directed IRA?

Thank you

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Matt Devincenzo's profile image
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Matt Devincenzo
  • Investor
  • from Clairemont, California
  • Member since Nov 25, 2011
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Matt Devincenzo's profile image
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Matt Devincenzo
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  • from Clairemont, California
  • Member since Nov 25, 2011
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Matt Devincenzo
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  • Clairemont, CA
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Matt Devincenzo
  • Investor
  • Clairemont, CA
Replied

I rolled over my military thrift savings plan, which has similar rules to a traditional 401K (contribution limits, loans ect) but it is a different number that I found at the time but don't remember now. I looked up what a 403(b) is and it appears similar and will most likely not be a problem.

When I rolled mine over it was no different than rolling over any 401K plan and nobody in the process had any difficulty doing it.

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