© 2011 QRP & Associates. All Rights Reserved.
Comparison Chart of Allowable Rollover
YES,
must include in income
YES,
must have separate accounts
YES,
must include in income
YES,
must have separate accounts
YES,
after 2 years. Must include in income
YES,
after 2 years. Must have separate accounts
YES,
after 12/31/97. Must include in income
YES,
after 12/31/97. Must include in income
YES,
must have separate accounts
Rollover From
Qualified Plan
YES,
must have separate accounts
Rollover From
Designated Roth Account
Yes, if a direct trustee to trustee transfer
QRP & Associates
4168 Douglas Blvd., Ste. 300
Granite Bay, CA 95746
4381 W. Flamingo Rd #38307
Las Vegas, NV 89103
169 11th Street
San Francisco, CA 94103