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Rollover to SEP from Traditional IRA


bzorc

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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. Choate
https://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/

www.DeniseAppleby.com

 

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