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403b Rollover

A 403(b) plan, also known as a tax-sheltered annuity (TSA), is a retirement plan for employees of universities, public schools and not-for-profit organizations.

A 403b rollover occurs when you change jobs or retire and then decide to transfer or "rollover" your 403b into an IRA. This process of transferring a 403b with a previous employer into an IRA is referred to as a “403b Rollover”, “Rollover IRA” or “IRA Rollover.”

Frequently a 403b is rolled over into an IRA via a direct rollover. The assets in your 403b can be transferred from your 403b directly to an IRA via a trustee-to-trustee transfer. A direct rollover from a 403b to an IRA is made tax-free and there is no tax liability. It is generally to your advantage to choose a direct rollover because your 403b plan administrator will not withhold taxes if you choose this option.

Advantages of a 403b Rollover to IRA

  1. More Control
  2. Increased Investment Options
  3. Investment Advice

Learn more about the advantages of a 403b rollover.

 

How Can BCM Help You?

Beacon Capital Management Advisors (BCM) is experienced in helping individual investors rollover their retirement plan from a previous employer to an IRA and we welcome the opportunity for you to speak to a BCM Advisor to learn more about the rollover services we provide to our clients. BCM is registered in 50 States. Complete the form below and a BCM Advisor will promptly respond to your inquiry.

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Disclosures:

*The information on this page is for informational purposes only and does not constitute, and should not be construed as, professional, legal or tax advice. To determine your individual tax situation and specific needs, please consult a professional tax advisor.

*Information contained in these sections merely highlight some benefits. There are risks involved with all investments that could include tax penalties and risk/loss of principal.