alexa Posted July 8, 2008 Posted July 8, 2008 Is a rollover from a SEP IRA to a 401k allowable? Is a SEP IRA considered a qualified plan? thanks Lexy
masteff Posted July 8, 2008 Posted July 8, 2008 It's allowable. http://www.irs.gov/pub/irs-tege/rollover_chart.pdf Kurt Vonnegut: 'To be is to do'-Socrates 'To do is to be'-Jean-Paul Sartre 'Do be do be do'-Frank Sinatra
Appleby Posted July 8, 2008 Posted July 8, 2008 A SEP is not a ‘qualified plan’. But it is an ‘eligible retirement plan’ for purposes of rollovers ( receiving and delivering). Life and Death Planning for Retirement Benefits by Natalie B. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
alexa Posted July 9, 2008 Author Posted July 9, 2008 A SEP is not a ‘qualified plan’. But it is an ‘eligible retirement plan’ for purposes of rollovers ( receiving and delivering). Thanks, the chart is a great resource! Lexy
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now