Posts Tagged ‘SEP IRA’

Set up a SEP-IRA Rollover?

SEP  IRA rollovers can be established virtually anywhere you would like to invest – at a bank, a mutual fund company, or a brokerage firm.

Is it possible to Rollover a SEP IRA to a Roth IRA?

Yes. This particular rollover SEP IRA to Roth IRA can make a lot of sense, because it allows you to invest more than the maximum allowed per year in a Roth. (more…)

Moving Your Investments to an SEP IRA Rollover Account

If you’re in the process of performing an SEP IRA rollover, you’ll probably find yourself feeling confused during at least one part of the rollover process. Don’t worry – SEP IRA rollovers can be confusing, given all of the various options and SEP IRA rollover plans that are currently on the market. A little information on how to move your investments using this type of rollover should help clear up most of your questions. (more…)

Easy Steps to Setting Up an SEP IRA Rollover

There are very simple steps involved in setting up an SEP IRA rollover. It’s best to take them in stages, making sure that each one SEP rollover step will be completed before moving on to the next one. By following this simple SEP IRA rollover process, you’ll not only successfully complete the rollover, but will also maintain the desired tax deferred status of your retirement investments. (more…)

SEP IRA Rollover Accounts – How They Work

Setting up an SEP IRA rollover is relatively simple, as the SEP IRA rollover rules are similar to those that govern traditional IRA rollovers. You’ll first need to establish an IRA account with the provider of your choice. The new account provider will then provide you with the necessary paperwork to move your old SEP IRA funds into the new IRA. As with a traditional IRA rollover, be sure to choose the direct transfer option, as this will prevent you from incurring any unnecessary taxes or penalties that will diminish the value of your retirement accounts. Your account provider can assist you with any additional questions you have about your SEP IRA rollover transfer. (more…)