rfahey Posted June 16, 2014 Report Share Posted June 16, 2014 I saw on a spreadsheet recently that you can rollover a SIMPLE IRA account into a qualified plan ( 401K , profit sharing, etc ) after the SIMPLE account has been in existence for two years. Is this correct ? Is it new ? Thank you. Link to comment Share on other sites More sharing options...
masteff Posted June 16, 2014 Report Share Posted June 16, 2014 I'll go one better than a spreadsheet and give you an IRS chart: http://www.irs.gov/pub/irs-tege/rollover_chart.pdf If by "new" you mean 2001, then yes. It was added by Section 642 of EGTRRA. Kurt Vonnegut: 'To be is to do'-Socrates 'To do is to be'-Jean-Paul Sartre 'Do be do be do'-Frank Sinatra Link to comment Share on other sites More sharing options...
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