I thought all SEP IRAs can be rolled over to a Traditional IRA at any time, with the exception of RMDs.RH only supports traditional and roth. Not SEP. If your SEP can be rolled to Traditional, then you can transfer that Traditional to RH. Nobody here can advise you on your contributions, tax status, or anything like that, and it wouldn't have anything to do with this promoWhy is that? What makes it different than a traditional? Would we have to do a rollover of current funds to a traditional and then continue contributing to the Schwab account? The sheet we use to contribute is just an excel page with the check total breakdown.
Statistics: Posted by Lyrrad — Tue Feb 27, 2024 2:34 pm — Replies 1071 — Views 73513