Tetsuro Posted July 14, 2004 Posted July 14, 2004 Just want to cover my bases. Your thoughts are appreciated. Many thanks in advance.
Appleby Posted July 15, 2004 Posted July 15, 2004 As far as I know, only a 401(k) plan can be converted (amended) to a SIMPLE 401(k). See IRS Revenue Procedure 97-9 attached Revenue_Procedure_97_9_.pdf 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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