I opened a SEP-IRA this year to be able to take advantage of additional tax deferment since I did not get my i401K opened in 2016. I am rolling the money into the i401k now. Is there any reason to keep the SEP-IRA open, or should I click the box to transfer the entire amount and close the account?
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Close the account unless you really like getting extra emails and paperwork! They may close it for you after a certain period of time.Our passion is protecting clients and others from predatory and ignorant advisors. Fox & Co CPAs, Fox & Co Wealth Mgmt. 270-247-6087
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