Posts tagged as:

403b

A Helpful 401(k) & IRA Rollover Chart from the IRS

by DR

That’s right, the words helpful and IRS sometimes go together. The IRS has produced a chart showing whether a rollover between 401(k), 403(b), 457(b), IRA, Roth IRA, SEP IRA and SIMPLE IRA accounts is permitted. Clicking on the chart or here will download a pdf version of the chart. The chart includes [...]

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FAQs from The Ultimate Guide to Traditional and Roth 401(k) and IRA Retirement Accounts

by DR

Since publishing The Ultimate Guide to Traditional and Roth 401(k) and IRA Retirement Accounts, I’ve received a number of questions about retirement plans that weren’t covered in the article. I’ve responded to these questions in the comments to the article, but I thought it would be helpful to discuss some of them in a [...]

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