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Subject:  403(b) rollover strategies? Date:  6/23/1997  11:35 AM
Author:  mastevens Number:  77 of 89479

I'm a 36 y/o with a 403(b) from a previous employer totalling around $80k. My current employer offers an unappealing 401(k) to which they will make contributions whether I do or not.

At present my 403(b) is with Zurich Kemper in some Kemper mutual funds (generally around 8% avg. return) and can be moved into a S&P 500 index fund. What I'd really like to do is move it into a self-directed tax-deferred retirement stock account. I'd also like to be able to continue to contribute deductible $$ but fear that the situation prohibits this.

Incidentally, my wife has a 403(a) from the same employer and would like to put that money (around $18k) somewhere useful but is not working now.

Any thoughts about how to accomplish what I'm after?

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