How do I roll over a 403b?

A 403(b) account is a tax advantaged retirement account for public education organizations and non-profits. A 403(b) has similar tax treatment as a 401(k) and can often be rolled over like a 401(k) into an IRA.

The same guidelines for rolling over a 401(k) apply to a 403b. Please see the below IRS chart for more information.

Find out how FutureAdvisor helps you roll over your former employer plan here: