bzorc Posted January 3, 2002 Share Posted January 3, 2002 In 1998, could an individual roll over a traditional IRA into a SEP? My research leans me towards no, but I'd like to be sure. Thanks. Link to comment Share on other sites More sharing options...
Appleby Posted January 3, 2002 Share Posted January 3, 2002 Absolutely they could. Remember, a SEP is just an IRA that accepts SEP employer contributions. The transaction could be done as a rollover or as a non-reportable transfer Life and Death Planning for Retirement Benefits by Natalie B. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com Link to comment Share on other sites More sharing options...
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