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Can I use funds withdrawn from other qualified tax-deferred retirement accounts such as a 403(b) or 401(k) type plan?

April 26, 2017funds k qualified retirement accounts tax-deferred type withdrawn

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Can I use funds withdrawn from other qualified tax-deferred retirement accounts such as a 403(b) or 401(k) type plan?

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No. The provision only provides a benefit for owners of an IRA or Roth IRA. Other forms of retirement plans such as 401(k) and 403 (b) annuities, defined benefit and contribution plans, profit sharing plans, Keoghs, and employer-sponsored SEP’s and SIMPLE plans are not eligible.