403(b) Rollover Guide · 1970

How to Roll Over a 403(b) to a Gold IRA (1970 Step-by-Step)

The exact process, tax rules, common mistakes, and the providers most 403(b) holders use — straight from IRS publications and 1970 guidance.

Reviewed by Gold IRA Blueprint Editorial TeamLast updated

Quick Answer

A 403(b) is the equivalent of a 401(k) for employees of public schools, hospitals, churches, and 501(c)(3) nonprofits. Rollover rules largely mirror 401(k) rules. The full process takes 2–3 weeks for most 403(b) plans and is tax-free when handled as a direct trustee-to-trustee transfer.

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403(b) → Gold IRA: The 5-Step Process

  1. 1

    Open a self-directed Gold IRA

    Choose a Gold IRA custodian (Augusta or Birch in most cases). They handle the paperwork to establish a Traditional, Roth, or SEP self-directed IRA depending on your source account type.

  2. 2

    Request the rollover from your 403(b) administrator

    Direct rollovers from a 403(b) to a Gold IRA are tax-free when handled custodian-to-custodian. After separation from service, you can roll over the full balance with no plan restrictions.

  3. 3

    Fund settles in 7–14 days

    The receiving Gold IRA custodian confirms receipt. Throughout this period your money is in cash inside the new IRA — no market exposure.

  4. 4

    Select IRS-approved metals

    Gold must be ≥99.5% pure (American Gold Eagles are explicitly allowed). Silver ≥99.9%. Your account rep walks you through allocation between gold, silver, platinum, and palladium.

  5. 5

    Metals ship to an approved depository

    Bullion goes directly from the dealer to an IRS-approved depository — most commonly Delaware Depository or the Texas Bullion Depository. You receive a confirmation statement within ~5 business days.

⚠ Critical 403(b) rule

Including unvested employer match in your rollover request

You can only roll over vested funds. Unvested employer contributions remain with the plan if you separate before fully vesting. Confirm your vested balance with your plan administrator before initiating a transfer.

Key restriction: While still employed, 403(b) in-service rollovers are restricted to specific events: age 59½, hardship, or plan-allowed in-service distributions. Most plans permit a partial rollover after 59½.

1970 403(b) Limits & Tax Treatment

1970 contribution limit
In 2026: $23,500 employee contribution limit ($31,000 if age 50+, plus 15-years-of-service catch-up where applicable).
Rollover tax treatment
Tax-free and penalty-free with direct trustee-to-trustee transfer
Typical balance rolled
$40,000 to $180,000
Time to complete
2–3 weeks end-to-end

Recommended next step

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Top Gold IRA Companies for 403(b) Rollovers

RankProviderMinBBBBest ForGet Info
#1
Augusta Precious Metals
5 · 13 yrs
$50,000A+$100k+ savers wanting white-glove service and education-first onboardingFree Kit
#2
Birch Gold Group
4.8 · 22 yrs
$10,000A+Accounts under $100k that need an accessible entry point with strong educationFree Kit
#3
Goldco
4.8 · 19 yrs
$25,000A+Mid-range investors who value fast setup and the up-to-10% free silver promotion
#4
American Hartford Gold
4.9 · 10 yrs
$10,000A+Cost-sensitive savers under $100k who want low fees and an easy online setup
#5
Advantage Gold
4.9 · 12 yrs
$5,000A+Beginners — $5,000 minimum is the lowest of any major Gold IRA company

Rankings reflect editorial review of BBB rating, minimum, fees, customer reviews, and time in business. Last updated April 2026.

Helpful Tools Before You Rollover

403(b) → Gold IRA FAQs

Sources & References

  • IRS Publication 590-A — Contributions to Individual Retirement Arrangements
  • IRS Publication 590-B — Distributions from Individual Retirement Arrangements
  • IRC § 408(d)(3) — Rollover contributions
  • IRS Notice 2014-54 — Allocation of pre-tax and after-tax amounts in rollovers
  • Bobrow v. Commissioner, T.C. Memo 2014-21 — One-rollover-per-12-months rule

Recommended next step

Get Augusta's free 2026 Gold IRA Guide

Free educational kit + 1-on-1 web conference with Augusta's Harvard-trained economist. No obligation.

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BBB A+5 (1,100+ reviews)13+ yrs in business$50,000 minimum