Jump to content

Transfers/Rollovers to Eligible Retirement Plans

Guest Donaldson

Recommended Posts

Guest Donaldson

Since EGTRRA has become effective, does anyone know whether a SIMPLE IRA that has been held longer than 2 years can be transferred to another IRA or eligibile retirement plan. IRC 408(d)(3)(A) and (G) seem to indicate that such transfers and rollovers are permitted. Thank you.

Link to comment
Share on other sites

  • 2 weeks later...

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now

  • Create New...