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URL:  https://boards.fool.com/transfer-to-sepp-11423024.aspx

Subject:  Transfer to SEPP Date:  10/26/1999  1:15 PM
Author:  Soltan Number:  14798 of 104786

Hello All,

I hope I am posting this in the right place (there are so many different places this question will fit).

Background: I am in the process of setting up a SEPP IRA and a Money Purchase Plan for my company. After doing allot of reading through the Fool web site I decided not to go with only two index funds. I decided to place the two index funds (Vanguard 500 Index and Vanguard Growth Index) in my money purchase plan and use the foolish four strategy in my SEPP IRA.

My problem: I currently have been investing using the Foolish Four strategy in a normal brokerage account (It is relatively new - 4 months). Should I or am I able to transfer that account to a SEPP IRA? Would it be better to just start another Foolish Four or should I just use a different strategy (I was thinking the Unemotional Growth-5) in my SEPP IRA?

I appreciate any help that you can give me. If this thinking isn't Foolish I have no problem with hearing criticism.

TIA!!
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