You can open an IRA account at any financial institution offering this type of account. Generally, speaking, you will need to complete the 403(b) rollover by the 60th day following the day distribution is received. The IRS does allow for two exceptions to the 60-day rollover rule, however....
If I rollover a portion of my pre-tax IRA assets into an IRA Immediate Annuity (with spouse as Joint Annuitant), am I disallowed by IRA rules from having a '20 yr Certain' feature on this annuity? In other words, must a pre-tax IRA immediate annuity be in the form of single or jo...
I’d like to think that Congress wouldn’t pass such a plan, but after the health care bill passed the House I have no idea what Congress will or will not do. As to early withdrawal, I am lucky enough to have access to a 457(b) instead of a 401(k). They function almost exactly...
given I can tap into my Roth IRA contributions pre-retirement, it should ideally have a target date fund ending earlier than 2040. If you have a shorter time horizon for when you would be withdrawing funds to use, you might want to consider slightly different funds if they are ...