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Guest SCUDDESLER
Posted

May a distribution from a qualified plan be rolled into a SEP IRA?

Posted

Yes.

A SEP , technically, is an IRA, to which employers contributions are made. Except for the rules regarding employer contributions, the rules that apply to Traditional IRAs apply to SEP IRAs- these include the rollover rules.

Life and Death Planning for Retirement Benefits by Natalie B. Choate
https://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/

www.DeniseAppleby.com

 

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