The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing


Subject:  403b->rollover ira->posttax ira?? Date:  3/23/2004  9:47 PM
Author:  anythingbut9to5 Number:  39990 of 81335


I had a 403(b) that I moved to an existing Rollover IRA account (that I had moved 401(k) accounts into in the past). I just found out that the brokerage house then moved the money to a posttax IRA account, without my knowledge. Is this legal? What can I do to move it back and explain this to the IRS before I get into some sort of trouble?

thanks in advance
Copyright 1996-2016 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us