SAR-SEP

Submitted by Larry Moran on Thu, 2008-09-11 14:39

Can an IRA be transferred to an individual’s SAR-SEP?

Permalink Submitted by Alan Spross on Mon, 2008-09-15 23:09

I believe so. At least I have not been able to locate anything that limits this in the EGTRRA portability legislation of 2001.

Permalink Submitted by Denise Appleby on Tue, 2008-09-16 22:26

Yes. A traditional IRA can be transferred to a SAR-SEP.