Home › Fairmark Forum › Retirement Savings and Benefits › Effect of transferring TIAA IRA originating from 403(b) to different custodian › Reply To: Effect of transferring TIAA IRA originating from 403(b) to different custodian
I have no idea, and no familiarity with TIAA, other than knowing they have their own proprietary rules and names for account types. But I think there is a good chance that a transfer out of TIAA would disqualify the funds for an “investment solutions account”. TIAA could probably give you an answer now, but would it be honored 3 years later? Is another bond mutual fund in today’s bond market worth taking the chance?