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Assuming a 403(b) plan accepts rollover contributions, may an alternat


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Guest Bob Collins
Posted

If the QDRO value is rolled into a 403(B) and mixed with the person regular 403(B) account, it is possible the 10% early distribution penalty will apply to the money. Care is needed so the the QDRO money remains as QDRO money to be exempt from the new plan's distribution restrictions and adverse taxation.

Posted

Assuming a 403(B) plan accepts rollover contributions, may an alternate payee (former spouse) under a QDRO roll over a 403(B) distribution into his/her own 403(B)?

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