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Retirement tax questions
Wow, thanks for the detailed replies! To be clear, I am self-employed; I am the employer and I am the plan administrator. I set up and manage the Individual 401k through E*Trade.
Unfortunately it seems to be structured as two separate "plans" (an Individual 401k plan and a Roth Individual 401k plan). So if it can only be an in-plan rollover I may be out of luck. I will have to talk with E*Trade I guess.
‎November 4, 2022
2:50 PM