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Transfers/Rollovers to Eligible Retirement Plans


Guest Donaldson
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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.

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