Guest MrBoldman Posted February 7, 2005 Report Share Posted February 7, 2005 I have a client who wishes to "upgrade" to 401(k) Plan from a SIMPLE IRA. Can they implement the 401(k) in 2005 even thought they have already had dedcutions in the SIMPLE IRA for 2005? Can the SIRA have a short plan year? Link to comment Share on other sites More sharing options...
Appleby Posted February 11, 2005 Report Share Posted February 11, 2005 Answered here 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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