Transfer a 403b

Transfer a 403b to a Self-Directed IRAFunding your Self Directed IRA Through IRA Transfers

What you Need to know about IRA Transfers

  • A 403b is tax-advantaged retirement savings plan available for public education organizations, non-profit employers and ministers. Call your plan administrator to determine if a transfer of funds is permitted. The trustee to trustee transfer is not a taxable event. Unlike an IRA transfer, the 403b trustee will accept instructions only from the account owner, YOU. Once the transfer is initiated, please allow two to three weeks for the funds arrive to your new Self Directed IRA.

The Benefits of an 403b Transfer

  • A trustee to trustee transfer is NOT a taxable event
  • You can transfer funds to a Roth or Traditional Self Directed IRA

The IRA Club Difference

  • IRA Club will provide clear 403b transfer instructions
  • You will be informed once we have received the funds