Posts Tagged ‘401k’

401k Ira Rules

Question: when am I allowed to roll a traditional IRA over into an existing 401k ?

what are the rules that would allow this?

Answer: It must be pre-tax.
Can not be inherited IRA
You must sell all your stocks and funds
Please talk to your HR person.
I personally do not see any advantage in doing this.
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401(k) IRA Nationalization *** Quietly Moves Forward