Pricing, Products, and Refund Policy
CARES Act and Coronavirus Stimulus Retirement Changes
FAQs and the Benefits of Self-Directing Retirement Accounts
Rocket Dollar Crowdfunding Campaign on Republic
Investing and Alternative Asset Classes
Self-Directed IRA (Traditional, Roth, or Beneficiary)
Self-Directed Solo 401(k) (Traditional or Roth)
- Self-Directed Solo 401(k) FAQs
- Opening a Rocket Dollar Self-Directed Solo 401(k) Account
- Structure and Titling
- Contributions and Contribution Limits
- IRS-Related Questions
- Rolling Over/Transferring Old Accounts
- Solo 401(k) Traditional Contributions
- Solo 401(k) Roth Contributions
- Solo 401(k) Loans
- Uncommon Questions
Self-Directing Retirement Compliance and Self Care
Partnering with Rocket Dollar
Fundraising with Rocket Dollar
Specific State Rules
Privacy, Security, Identity, and Fraud
Can I roll over a 403 (b) into a Self-Directed IRA or Solo 401(k)?
Yes. 403bs are very similar to 401(k)s in the way they are treated by taxes.
What is different about a 403(b) compared to a 401(k)?
Usually, government workers, teachers, or charity employees contribution pre-tax, and sometimes with post-tax Roth Dollars. 403(b) plans are just a 401(k) for public employees that do not have a pension.
So 403(b) dollars are exactly the same?
If you contributed pre-tax, (defer payroll taxes and pay taxes in retirement) yes, they are. This could be rolled over to any Traditional IRA, Workplace 401(k) SEP IRA.
You can check the IRS rollover chart for more information. https://www.irs.gov/pub/irs-tege/rollover_chart.pdf