SEP IRA to Annuity?? Submitted by David J Chapman, CFP on Fri, 2008-08-08 16:29 Can a client take SEP IRA money and buy an annuity and keep the money tax qualified? Flag as spam
Permalink Submitted by Al Fry on Fri, 2008-08-08 18:06
If within the SEP, yes.
Permalink Submitted by David J Chapman, CFP on Fri, 2008-08-08 18:37
If my client took money out of an IRA (not a SEP IRA) could he roll it over into an anuuity as well?
Permalink Submitted by Al Fry on Fri, 2008-08-08 18:53
As long as it stays in an IRA (or IS an IRA).