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Is it possible to roll 401k money to a self directed ira while still being employed by the same company? Dave
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>> Is it possible to roll 401k money to a self directed ira while still being employed by the same company? Dave
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No.
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Greetings, Dave, and welcome.

<<Is it possible to roll 401k money to a self directed ira while still being employed by the same company? >>

Nope, it sure isn't. In some cases after a two-year period since the deposit you may be able to do so with employer contributions, but that depends on the plan. In others, you may be able to do so after age 55. But those are exceptions to the general rule that while you are employed by the plan sponsor you cannot move your 401k money unless you terminate, retire, become disabled or die.

Regards….Pixy


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