Jump to content
bWise Forums
RonO

Can I Rollover A 403b To Ira While Still Working For Same Employer?

Recommended Posts

I really like your 403bWise, but I could not find the answer to my question. I am 60 years old and I want to rollover my 403b Invesco to a Vanguard IRA. Up until this year I would transfer the funds from Invesco 403b to Vanguard 403b. I am still working for the same school district. I have stop the payroll deduction to this account. Can this be done? What about taxes? What do I need to know before I do this? Should I do this?

 

 

Thanks

Share this post


Link to post
Share on other sites
Guest Sierra

I really like your 403bWise, but I could not find the answer to my question. I am 60 years old and I want to rollover my 403b Invesco to a Vanguard IRA. Up until this year I would transfer the funds from Invesco 403b to Vanguard 403b. I am still working for the same school district. I have stop the payroll deduction to this account. Can this be done? What about taxes? What do I need to know before I do this? Should I do this?

 

 

Thanks

 

 

While employed past the age of 59-1/2 you may effectuate a rollover distribution from your 403b to an IRA. Get the needed forms from The Vanguard and you're in business.

 

Joel L. Frank

 

Share this post


Link to post
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now

×