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Retirement Accounts
§403
(b)
/ Roth §403
(b)
Why Save with a Legend §403(b)?
Contribution Limits & Catch-Ups
Investment Options
Account Portability
Distributions
§403(b) Orphan Accounts
§457
(b)
Governmental/Roth
Why Save with a Legend §457(b) Governmental Plan?
Contribution Limits & Catch-Ups
Investment Options
Account Portability
Distributions
§457
(b)
Non-Governmental
Why Save with a Legend §457(b) Non-Governmental Plan?
Contribution Limits & Catch-Ups
Investment Options
Account Portability
Distributions
§457
(f)
Top Hat
Why Save with a §457(f) Top Hat?
Contribution Limits & Catch-Ups
Investment Options
Account Portability
Distributions
§401
(a)
Governmental
Why Save with a Legend §401(a) Governmental Plan?
Contribution Limits & Catch-Ups
Investment Options
Account Portability
Distributions
Corporate §401
(k)
/
Roth §401
(k)
Why Save with a Legend §401(k) Plan?
Contribution Limits & Catch-Ups
Investment Options
Account Portability
Distributions
Personal §401
(k)
/
Roth §401
(k)
Why Save with a Legend
Personal §401(k) Plan?
Contribution Limits & Catch-Ups
Investment Options
Account Portability
Distributions
SIMPLE IRA
Contribution Limits & Catch-Ups
Investment Options
Account Portability
Distributions
SEP IRA
Contribution Limits
Investment Options
Account Portability
Distributions
SARSEP IRA
Contribution Limits & Catch-Ups
Investment Options
Account Portability
Distributions
Traditional IRA
Contribution Limits & Catch-Ups
Investment Options
Account Portability
Conversions
Recharacterizations
Distributions
Roth IRA
Contribution Limits & Catch-Ups
Investment Options
Account Portability
Conversions
Recharacterizations
Distributions
Non-Qualified Annuities
Traditional IRA Account Portability
Account owners are eligible to transfer their accounts to any other vendor at any time. Traditional pre-tax IRAs are eligible for rollover to eligible retirement plans if the plan provisions allow.
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Traditional IRA Conversions