Jilliandiz Posted November 18, 2005 Posted November 18, 2005 Can you roll a Simple IRA and 403(b) into a regular 401(k) Plan?
Appleby Posted November 18, 2005 Posted November 18, 2005 Yes, if the plan allows for rollovers ( per design) and it has been at least two years since the first deposit was made to the SIMPLE IRA...also, there must be a triggering event for the 403(b) Life and Death Planning for Retirement Benefits by Natalie B. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
Jilliandiz Posted November 18, 2005 Author Posted November 18, 2005 What do you mean a triggering event for the 403b?? The participant is no longer an employee there!
Appleby Posted November 18, 2005 Posted November 18, 2005 Then that (severance from employment) is a triggering event Life and Death Planning for Retirement Benefits by Natalie B. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
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