IRA Rollover
T-IRA owner is resides in a state with limited IRA creditor protection.
He would like to roll the IRA into his 401(k) plan (plan permit rollovers) to have unlimited creditor protection.
It seems this is a viable strategy.
Am I overlooking anything?
Permalink Submitted by Alan - IRA critic on Thu, 2025-03-20 19:20
That’s OK as long as the plan will accept IRA rollovers. Most will not after the participant has separated from service, but most will if still working.