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. 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?

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

  5. 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?

  6. 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?

  7. 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?

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

  9. 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?

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

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

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

  13. 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

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

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

  16. 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?

  17. 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.

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

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