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d
Dale
Nov 19, 2002 - 12:20PM
SIMPLE/solo 401k

Can you please tell me if I can roll a SIMPLE IRA into a new solo 401k after the 2 year period from its inception ?



Thank you

Zip Code: apache60@bellsouth.net

b
Bob Weinstein, CPA, CFP
Nov 19, 2002 - 1:12PM
Re: SIMPLE/solo 401k


YES. SIMPLE IRA OWNERS WHO HAVE NOT FUNDED THE SIMPLE FOR THE CURRENT YEAR MAY ROLL THE SIMPLE TO A NEW SOLO 401K. YOU MUST WAIT 2 YEARS FROM THE DATE YOU FIRST OPENED THE ACCOUNT

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Replying to:

Can you please tell me if I can roll a SIMPLE IRA into a new solo 401k after the 2 year period from its inception ?



Thank you

Zip Code: BWeinstein@mdtaxes.com

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