No. of Recommendations: 1
I want to rollover the SEP IRA and the pre-tax part of the traditional IRA to the solo 401(k), and the after-tax to a new Roth IRA, and not pay any income tax.
I can't talk to the SEP IRA, but you will have to pay tax on the TIRA rollover, based on the ratio of pre-tax and after tax funds...unless something has changed dramatically since we tried doing that ages ago and had to do a recharacterization when we realized we would owe taxes.
I'm sure someone much more qualified will respond, however.
IP
