Ithacat,<<Ok, if I'm reading things right: one can not transfer funds drom a 403b to a self-directed IRA unless one is 59 1/2, terminates employment, or in the case of Salary Reduction Agreements, has a financial hardship. Is this the jist of it? Is there no hope of ever being able to trade through one's 403b (or transfering to a IRA) if one is younger than 59 1/2 and still working for the same organization?>>You have got it down correctly. The law is explicit. A 403b plan monies may be invested in annuities and/or mutual funds only. While you are still employed by the organization offerring that plan, under normal circumstances you cannot move it to any other type of investment or 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