Permalink Submitted by mk foss on Fri, 2011-01-28 18:59
Yes they can do that. The rollover should not be so large that the custodian wants to close the Keogh plan. I have clients who periodically transfer most of the plan assets from the Keogh to an IRA – this was fairly coomon before the nonspouse rollover provisions were enacted.
Permalink Submitted by mk foss on Fri, 2011-01-28 18:59
Yes they can do that. The rollover should not be so large that the custodian wants to close the Keogh plan. I have clients who periodically transfer most of the plan assets from the Keogh to an IRA – this was fairly coomon before the nonspouse rollover provisions were enacted.