What types of retirement accounts can roll-over into THE BROAD FINANCIAL SOLO 401K®?
• Traditional IRA’s • Corporate 401(k)’s • SEP IRA’s • 403(b)’s • Keoghs – and many other pension and profit-sharing plans. Special note: Most corporate 401k plans will only allow you to roll-over funds into a new retirement account when your employment with them ceases. Some employers permit you to roll-over a portion of your account’s funds while still employed. If this form of roll-over is what you are intending to execute you need to contact your current 401k provider to clarify their roll-over policy.
