401k to SEP-IRA
Client has a SEP-IRA and wants to directly transfer his old 401k plan to this account. Can he do this or must he open a Traditional IRA and then combine his IRA into the SEP-IRA?
Client has a SEP-IRA and wants to directly transfer his old 401k plan to this account. Can he do this or must he open a Traditional IRA and then combine his IRA into the SEP-IRA?
Permalink Submitted by Alan - IRA critic on Fri, 2025-06-06 19:06
Duplicate post.