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Re: conversion of SAR/SEP mutual funds to Simple IRA mutual funds
- To: http://www.email.msn.com/~mccarthy1234 (Daniel Mccarthy)
- Subject: Re: conversion of SAR/SEP mutual funds to Simple IRA mutual funds
- From: http://dummy.us.eu.org/robert (robert)
- Date: Thu, 28 Mar 2002 09:20:07 -0500
- In-Reply-To: <r3XehB.A.CHD.uhmo8@screw>
Nevermind. I found out that SIMPLE IRA is not the same as a traditional IRA.
> From: http://dummy.us.eu.org/robert (robert)
> Date: Wed, 27 Mar 2002 19:48:43 -0500
>
> I was told that I cannot transfer my SAR/SEP mutual funds currently in
> Oppenheimer Funds into a Simple IRA in another investment company (Ameritrade
> in this case). My understanding is that I must convert the SAR/SEP mutual
> funds into Simple IRA mutual funds before I can transfer it.
>
> I'd like to do this.
>
> Please call me during the day at .
>
> Thanks.