Should I roll over a portion of my 403b retirement investments to help me maximize my roth IRA contributions?

by Roth IRA Answer Gal on June 19, 2010

I plan on working another 25 years.

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{ 1 comment… read it below or add one }

Wayne Z 06.19.10 at 7:23 pm

No.

1) You generally can’t touch your 403b while you still work for the sponsoring employer.

2) Rollovers don’t count towards the annual limit.

The general rule (in order):

1) Put enough in the 403b to max out the match.
2) Then put $5000 in to a Roth ($6000 if over 50)
3) If you still want to invest more, increase your 403b contributions.