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Get your taxes done using TurboTax
The funds you are referring to, I assume, are in a standard brokerage account. This type of account is not able to be rolled into a retirement account. You would have to sell the investment and either have a gain or loss on the sale. You would only be able to make a contribution, possibly subject to limits, into an IRA.
‎January 26, 2022
10:58 AM