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re: Simple IRA Broker/Advisor Question

Posted on 2/19/14 at 2:30 pm to
Posted by JoeBobRuby
Member since Sep 2005
5921 posts
Posted on 2/19/14 at 2:30 pm to

This post was edited on 10/4/20 at 1:41 pm
Posted by CubsFanBudMan
Member since Jul 2008
5120 posts
Posted on 2/19/14 at 3:06 pm to
Would you also be able to do a rollover distribution from the SIMPLE to your own traditional IRA? May be a little be of a hassle, but if the employer didn't want to switch from a 5305 to a 5304, you would have an option.
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