No. of Recommendations: 0
I am planning to retire in two years from a professoring job. In addition to my 403b, I also have a SEP IRA. Can the SEP IRA receive my 403b assets when I execute a custodian to custodian transfer (i.e. rollover)?

FoolishProf
Print the post Back To Top
No. of Recommendations: 0
FoolishProf asks:

<<I am planning to retire in two years from a professoring job. In addition to my 403b, I also have a SEP IRA. Can the SEP IRA receive my 403b assets when I execute a custodian to custodian transfer (i.e. rollover)?>>

Yes, it can provided you don't care if the 403b money can ever again be transferred to the 403b plan of a future employer. If that's a concern to you, then the transfer should be to a separate IRA.

Regards..Pixy
Print the post Back To Top
No. of Recommendations: 0
Hi, bailey. Just thought you might be interested in a new board recently opened - Retirement - Soon or Done. So far there have not been a lot of messages but there have been some good ones. Maybe I'll see you there.

hvyevy2
Print the post Back To Top
No. of Recommendations: 0
Please,

In which folder is the Retirement - Soon or Done
board located?

Thanks!
Print the post Back To Top