roll over

[Yu9]

Can an employee  (over 60) roller over 403b to an IRA even if he/she is still working?

[Corrlich44]

Hi Yu9,

More often than not, if the 403b plan is controlled by your employer plan administrator, you cannot take those funds out to be transferred to another financial institution until you have officially retired.

If the funds are within your control as a personl retirement contribution, you may be able to take out funds and re-deposit them within 60 days to avoid exposure to taxation, but still receive a Form 1099-R by year-end.