IRA Chart Rollover Rules:

Compare rollover chart rules: Roth IRA, SIMPLE IRA, SEP IRA, 457b, Qualified Plan (pre-tax), 403b, Designated Roth Account (401k or 403b)

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1 - Subject to income limits until December 31, 2009
2 - Must include in income
3 - Must have separate accounts
4 - Qualified Plans include for example, Profit-Sharing, 401(k), Money Purchase, Defined Benefit Plans
For more information regarding retirement plans and rollovers, visit Tax Information for Retirement Plans Community

IRA Rollover Chart Rules

Roll To
Roth IRA 1 IRA
(traditional)
SIMPLE IRA SEP-IRA 457(b) Qualified Plan 2
(pre-tax)
403(b)
(pre-tax)
Desginated Roth Account
(401(k) or 403(b))
Roll From Roth IRA YES NO NO NO NO NO NO NO
IRA (traditional) YES2 YES NO YES YES YES YES NO
SIMPLE IRA YES2, after two years YES, after two years YES YES, after two years YES3, after two years YES, after two years YES, after two years NO
SEP-IRA YES2 YES NO YES YES3 YES YES NO
457(b) YES2, after 12/31/07 YES NO YES YES YES YES NO
Qualified Plan4 YES2, after 12/31/07 YES NO YES YES3 YES YES NO
403(b) (pre-tax) YES2, after 12/31/07 YES NO YES YES3 YES YES NO
Designated Roth Account (401(k) or 403(b)) YES NO NO NO NO NO NO Yes, if a direct trustee to trustee transfer

Rocco Beatrice, CPA, MST (Master of Science in Taxation), MBA (Master of Business Administration), BSBA (Management/Accounting), CWPP (Certified Wealth Preservation Planner), CMMB (Certified Mortgage Broker), CAPP (Certified Asset Protection Planner), Managing Director, Estate Street Partners, LLC. Mr. Beatrice is an asset protection, award-winning trust, estate planning and tax expert.

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