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Author: DoktorDi Two stars, 250 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 75801  
Subject: Re: Transfering Annuity Funds Date: 1/20/2000 10:50 AM
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<<Assuming this is an old 403b plan from a prior employer, there shouldn't be any reason you cannot surrender the TSA and have the net proceeds transferred to a self-directed IRA at the broker of your choice.>>

Unfortunately, my 403b had strings attached by my two former employers who had the same plan and the current custodian. From one employer, I can roll out 100% of the value. From the other, I can only roll out my own contributions. Thanks to the custodian's rules, both of these can only be rolled out 10%/yr over a 10 yr period.
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