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Converting a SIMPLE IRA to a 401(k) for Greater Contributions and Flexibility
Kushner & Company 
[Guidance Overview] Feb. 19, 2025 "SECURE 2.0 allowed mid-year conversions from a SIMPLE IRA to a safe-harbor 401(k) starting in 2024 if a few rules [are] followed ... [M]any current SIMPLE IRA plan sponsors recognize that a conversion to a safe-harbor 401(k) may be beneficial to both the business and its employees." MORE >> |
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