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Step 1: Contact a retirement plan professional or a simple IRA rollover representative of a financial institution that offers retirement plans. Many financial institutions will probably have a pre-approved Simple IRA Rollover plans form that you can review. (more…)
If you have a pre-existing IRA or rollover 401k plan and you’re thinking about transferring the funds into a Simple IRA rollover plan, you’re probably wondering whether or not there are any restrictions or exclusions on rollovers completed to these plans. Unfortunately, the truth is that you can’t rollover a Roth IRA, an SEP IRA or a traditional IRA into a Simple IRA account. Nor can you complete a Simple IRA rollover if you’re planning on moving money from a pre-existing 401k rollover plan. The only type of IRA that can receive monies in a rollover from a Simple IRA is another Simple IRA plan. (more…)
