Guest mparker2028 Posted December 29, 2005 Posted December 29, 2005 Participant reaches normal retirement age and retires. Wants to roll his account balance under qualified plan to a SEP IRA. SEP IRA not connected to qualified plan. Any reason this can't be done? Thanks
WDIK Posted December 29, 2005 Posted December 29, 2005 My recollection is that such a rollover is acceptable under EGTRRA. ...but then again, What Do I Know?
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