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403(B)/ TSA Plans

What Happens To The Money In A TSA If I Die?

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If you die, the full amount of your TSA account goes to your beneficiary.

If you have already started receiving distributions from the account, your beneficiary may continue to receive the payout according to the schedule that you started. Or, if the beneficiary wishes, he or she can receive greater amounts.

If you have not started receiving a payout:

  • If the beneficiary is your spouse: he or she may be able to rollover the account to an IRA and treat the IRA as his or her own.
  • If your beneficiary is not your spouse, the distribution must be taken within 5 years or over the course of their life expectancy.

To Learn More

More Information

IRAs: Rollovers

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