Ask the Experts Can I roll my 401 k and 403 b into one new account - AARP...

Ask the Experts Can I roll my 401 k and 403 b into one new account

Q. I have a 401(k) retirement savings plan from a previous employer and a 403(b) from a current employer. I am in the process of changing jobs in the next six weeks. Can I roll both into a new 401(k) sponsored by my new employer? A. Yes, you can roll both plans into your new 401(k) as long as each of the plans permits that. Check with your new employer, your current employer and the documents of the old 401(k) plan for guidance. At one time, you could not have rolled over the 403(b), but that restriction has been dropped. For more information on retirement account rollovers, see IRS Publication 575, “Pension and Annuity Income,” at . Source: John Turner Cancel You are leaving AARP.org and going to the website of our trusted provider. The provider’s terms, conditions and policies apply. Please return to AARP.org to learn more about other benefits. Your email address is now confirmed. You'll start receiving the latest news, benefits, events, and programs related to AARP's mission to empower people to choose how they live as they age. You can also by updating your account at anytime. You will be asked to register or log in. Cancel Offer Details Disclosures

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