Scott50 Posted April 23, 2019 Posted April 23, 2019 The document not withstanding - can you roll an IRA into a 401(k) plan? I seem to remember that you can’t.
spiritrider Posted April 24, 2019 Posted April 24, 2019 You can't rollover a Roth IRA or non-deductible basis in a traditional IRA to a qualified plan, but you might try Pub 590-A, page 21 or 408(d)(3) for the rest.
C. B. Zeller Posted April 24, 2019 Posted April 24, 2019 IRS Rollover Chart Free advice is worth what you paid for it. Do not rely on the information provided in this post for any purpose, including (but not limited to): tax planning, compliance with ERISA or the IRC, investing or other forms of fortune-telling, bird identification, relationship advice, or spiritual guidance. Corey B. Zeller, MSEA, CPC, QPA, QKA Preferred Pension Planning Corp.corey@pppc.co
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