Updated over 9 years ago on . Most recent reply
403(b) to Self Directed IRA
Hi,
Does anyone here have experience rolling over funds from their 403(b) retirement account into a self-directed IRA?
Thank you
Most Popular Reply
I rolled over my military thrift savings plan, which has similar rules to a traditional 401K (contribution limits, loans ect) but it is a different number that I found at the time but don't remember now. I looked up what a 403(b) is and it appears similar and will most likely not be a problem.
When I rolled mine over it was no different than rolling over any 401K plan and nobody in the process had any difficulty doing it.