bzorc Posted January 3, 2002 Posted January 3, 2002 In 1998, could an individual roll over a traditional IRA into a SEP? My research leans me towards no, but I'd like to be sure. Thanks.
Appleby Posted January 3, 2002 Posted January 3, 2002 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. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
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