RayW7
Expert Alumni

Retirement tax questions

Retirement plans can be rolled over and consolidated into a SEP. This includes traditional IRAs, 401(k) plans, money purchase plans, profit sharing plans, defined benefit plans, 403(b) plans and Rollover IRAs.

 

A Roth IRA, or retirement accounts with after-tax contributions, cannot be rolled over into a SEP IRA.

 

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