Guest carolinawind Posted September 29, 2005 Posted September 29, 2005 Can a person or company have a Simple IRA at 2 separate investment companies? For example, one employee having a brokerage account with a broker dealer and also having a mutual fund held at the fund company?
Gary Lesser Posted September 30, 2005 Posted September 30, 2005 An individual may have more than one SIMPLE IRA account, but an employer may have only one SIMPLE IRA plan document. Hope this helps.
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