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Greetings, Mike, and welcome. You asked:

<<Is it possible to fund a SEP-IRA with a money transfer from a traditional IRA?--(both within the same fund family). Someone had mentioned to me that the money needed to come from checking, savings, moneymarket, etc. I had read that ROTH funding couldn't be achieved by a "transfer" from another mutual fund, and wondered if this applied to a SEP as well. . .?>>

A SEP-IRA is merely a name for a traditional IRA designated to receive contributions from a SEP established by an employer. You may transfer/rollover other IRA money into the SEP-IRA or transfer/rollover money from the SEP-IRA to a different IRA. As to a Roth, that vehicle may accept transfers/rollovers only from another Roth or from a traditional IRA.


Thanks in advance for any help!

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