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

IRAs, Retirement Plans
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July 2016
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Hello,

Great question, 403b's share a lot of similarities with 401(k)'s. If you are no longer employed at the place you had the 403b then you should be able to roll it to an IRA, barring there aren't any unusual restrictions from the 403b plan. Check out this article I recently wrote, it goes into detail about rollovers and what the IRS does and does not allow you to do.

Please consider me a resource if you have any additional questions.

Best Regards,

Derek Notman

December 2004
August 2016
January 2018
August 2016