roll over SEP-IRA to solo 401(k)

Non-investing personal finance issues including insurance, credit, real estate, taxes, employment and legal issues such as trusts and wills
Post Reply
Nyc10036
Posts: 285
Joined: Wed Oct 05, 2016 6:29 pm

roll over SEP-IRA to solo 401(k)

Post by Nyc10036 » Fri Jan 05, 2018 9:40 am

From what I have read online this is allowed.

The SEP-IRA with T. Rowe Price was set up before the solo 401(k) with Fidelity, and the amounts in both are minimal.
I would rather keep the solo 401(k).

Are there any gotchas I should know?

Post Reply