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Can you transfer a 403b & 401a Retirement Account from one institution to another without paying a tax penalty
Can you transfer a 403b & 401a Retirement Account from one institution to another without paying a tax penalty? I have retired and am considering transferring my 403b & 401a mutual fund accounts to another financial management institution. I've searched the IRS website and can find documents about a rollover from one employer's 401 to another but nothing specifically about transferring post retirement. Any information will be appreciated.
‎August 10, 2022
5:21 PM