All Forum Posts by: Guillermo Lopez
Guillermo Lopez has started 4 posts and replied 13 times.
Post: Advice on ROBS and what investments can be rolled over.

Guillermo LopezPosted
- Rental Property Investor
- West Palm Beach, FL
- Posts 13
- Votes 5
@Brian Eastman
Got it. So it’s really a question for the plan administrator on what are the rules for rolling it over.
Post: Advice on ROBS and what investments can be rolled over.

Guillermo LopezPosted
- Rental Property Investor
- West Palm Beach, FL
- Posts 13
- Votes 5
@Adam Bergman
Thank you for the response. So it has to do with plan administrators rules with regards to rolling over. I get it now.
Post: Advice on ROBS and what investments can be rolled over.

Guillermo LopezPosted
- Rental Property Investor
- West Palm Beach, FL
- Posts 13
- Votes 5
I understand the concept but I would like to know if a 403B is ineligible for rollover if you are currently employed with the company that administers the investment. I stumped a Tax Attorney and the tax attorney gave me a general response that left me unsatisfied. Would Bigger Pockets universe give me advice? I really appreciate it.