60 day rollover rule – does that apply when rolling a SEP.. Submitted by Allen Neuenschwander on Thu, 2007-09-27 13:38 to another SEP – ie say a change of custodian or change of investments. Flag as spam
Permalink Submitted by Alan Spross on Thu, 2007-09-27 22:43
Yes, both the 60 day and one rollover per 12 month rules apply to SEP IRAs. Of course, direct transfers bypass both of those concerns.