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Hi MinhT1,

"For the Spousal IRA, your husband has to open a new IRA in his name to contribute."

 

He would indicate this contribution is for tax year 2024, but could he at some point roll this IRA into an existing SEP-IRA that he has? Note he is retired and no longer contributes to the SEP-IRA.

If he can roll over the new IRA, at what point could he do that?

 

Thanks