FishOn Posted 3 hours ago Posted 3 hours ago It appears there is an exception to the 2 year hold rule for SIMPLE IRA plans that are replaced by a safe harbor 401k mid-year. However, does the same rule apply if the SIMPLE IRA terminates on 12/31 and the safe harbor 401k is effective 1/1 of the following year. The exception seems to only apply to mid-year changes. Is that right?
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