FAQs tagged as

403b

  1. I have a 403(b) from a old employer. I would like to convert it to a 401(k). How can I do that?

  2. What is the difference between qualified and non-qualified plans?

  3. Is my 403(b) account owned by me or by the institution?

  4. Are the distribution rules for 401(k) and 403(b) plans the same as those for IRA plans?

  5. I am a teacher in a public school system and I don't presently have a 403(b) plan, but I do have some money in a Roth IRA and also a self-directed IRA. Can I roll my IRA funds into a newly opened 403(b) plan, since I am presently employed by the school sy

  6. I made involuntary contributions to a retirement plan while temporarily employed. Can I withdraw these funds without penalty?

  7. How do I sign up for the saver's tax credit?

  8. Can I fund a Traditional IRA, a 403(b) or a Roth IRA using pension money? I'm 56 years old. What limits apply if I can?

  9. I am retiree, drawing from my 403(b) annuity. I am the sole employee of my own business. Do I qualify for a SIMPLE IRA account? I want to defer some of my income from taxes.

  10. Can I roll my 403(b) and 457 into other low-cost venders when I change jobs?

  11. I retired and transferred part of my pension distribution to a Roth IRA. If I am over 55, do I still qualify for the age 55 exemption?

  12. How do I get credit for my retirement plan contributions?

  13. I'm a teacher. Which is better for me, a 401(k) or 403(b)? What is the difference? From whom do I get these plans?

  14. I understand that I can withdraw from a 401k the year I turn 55 without the 10% penalty (IRS 575). Can I do the same thing with an IRA without the 10% penalty?

  15. I work for a university, and I have a 403(b) with TIAA-CREF. But TIAA-CREF says I cannot transfer money to another provider. Can they prevent me from transferring my money to a better investment?

  16. If I am no longer employed, can I roll over a 403(b) plan into an IRA?

  17. My old company offers a 401(k) plan and my new employer only offers a 403(b) plan. Can I roll over the money in the 401(k) plan to this new 403(b) plan?

  18. Can you have a 403(b) and also contribute to a 401(k)?

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