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403(b) / 457(b)Transactions/Rollovers: Will I be taxed on a rollover?

Home / FAQ / 403(b) / 457(b)Transactions/Rollovers: Will I be taxed on a rollover?

403(b) / 457(b)Transactions/Rollovers: Will I be taxed on a rollover?

By Robert Lotter
Posted May 18, 2016
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Taxes are waived for direct rollovers between investment providers. Indirect rollovers are subject to taxation.

Robert Lotter
Robert Lotter
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403(b) / 457(b)Transactions/Rollovers: What paperwork do I need to submit a rollover request?
403(b) / 457(b)Transactions/Rollovers: What is the difference between a “direct” rollover and an “indirect rollover”?