SEP IRA ROLLED INTO A 401K
I just took on a new client, who had a SEP-IRA for many years. I recommended converting this to a 401k account and now wants to begin funding this new account. Since he has been funding his SEP-IRA this year — is he restricted in any way from funding the 401k up to the maximum limits this year?
Submitted by Rene Nourse on Wed, 2015-09-16 15:37