Greetings, Beth, and welcome. You asked:<<I'm new to Fooldom, and would like to get my husband and my IRA's out from our old employers into something I manage (through e*trade). I have one old 403(b) and two old 401(k) accounts and Neal, my hubby, has one old 403(b) acct.Can I consolidate any of these together, or does each account need to be rolled over into it's own separate IRA? >>Yes, you may consolidate your one 403b and two 401k accounts into a single IRA for you. Your husband's 403b account must go into an IRA for him. Your respective retirement plans cannot be merged into a single IRA for the two of you because the "I" in IRA stands for Individual. There is no provision in the law for joint ownership of an IRA.Regards..Pixy
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ra