IRA transfer to solo 401k
I would like to transfer (or rollover) my IRA funds from my brokerage account my solo 401k account. I established my solo 401k such that it can accept funds from IRA account. Are there any restrictions on this transfer?
I would like to transfer (or rollover) my IRA funds from my brokerage account my solo 401k account. I established my solo 401k such that it can accept funds from IRA account. Are there any restrictions on this transfer?
Permalink Submitted by Alan - IRA critic on Thu, 2025-04-17 19:17
No restrictions other than to be sure that you do not roll any IRA basis or excess contributions to the solo K.