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  • Vanguard SEP-IRA rollover

    I started a Sep-IRA in 2017 with Vanguard. I chose the SEP mainly due to less hassle at the time. Now, I would like to rollover to a solo 401K. From what I'm reading the only way to do this with Vanguard is to open the solo 401K at a different brokerage firm because vanguard does not allow this. Has anyone done this recently?

  • #2
    Many ppl, including our clients. Not too difficult. You are correct that VG d/n allow.
    Working to protect good doctors from bad advisors. Fox & Co CPAs, Fox & Co Wealth Mgmt. 270-247-6087

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