I'm not following this closely, but I don't think anyone has mentioned that when you have a SEP and then open a solo 401k, you must stop contributing to your SEP. You can keep it open, but no further contributions are allowed. That's what I was told when we opened our 401k. So no contributions means no rollovers I would think.
Statistics: Posted by PaddyMac — Thu Feb 01, 2024 1:04 am — Replies 16 — Views 678
