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Financial Planning / Tax Strategies


Subject:  Re: SIMPLE/ Roth questions Date:  2/7/2007  1:58 PM
Author:  TMFPMarti Number:  91834 of 132797

Could I roll my current contributions each quarter?

Yes. Your employer is free to choose the destination of the contributions, but you are free to move them, within the restrictions imposed on SIMPLEs (which you've already met). IIRC you're supposed to receive written notice of this right at least once from the plan sponsor.

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