Reply To: leaving job, now what with 403(b)

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#4042
Alan S.
Participant

She could roll the 403b directly into a solo K as long as the solo K agreement includes accepting rollovers from other plans. The IRS does not care how small the small business is as long as there is a profit motive, but if she should abandon this business, the solo K must be dissolved within a year, a 5500 EZ filed, and rolled over to an eligible plan, probably a traditional IRA.