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403b rolloever

January 26, 2017 • Kyrsten Gallo • Log In to Post Comments

If a husband and recently deceased wife both have 403b accounts with company A and the husband is not 75 and still working (does not need to take RMD from 403b yet), is he allowed to roll his wife's 403b directly into his 403b and still not have to wtihdraw $, or does he need to set up an entirely new account and take RMD?  

Thank you! 


Comments

I assume you mean he is not 70 1/2 not 75. I don't believe he can roll her 403b into his account but into an IRA. Whether he has to take RMD depends on whether she was taking RMDs

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