Pre-2009 403b account rollover
Potential client has a pre-2009 403b account held in a variable annuity with her current advisor. She is still employed with the same company the 403b was through, and has not reached age 59-1/2. Can this account be rolled to an IRA without terminating her employment?
Permalink Submitted by Alan - IRA critic on Mon, 2014-08-18 15:41
She can ask them, but I doubt that it will be allowed under the current situation.