Browsing: SEP IRA

Q. You received a question asking if one could transfer money from a Simplified Employee Pension IRA to the Thrift Savings Plan after retirement and you said “yes.” Is the answer the same for making the transfer before retirement? A. Yes.

Q: I sold a private business several years ago and entered federal service. I have a large part of my portfolio in a Simplified Employee Pension IRA. Can I move my SEP money into my Thrift Savings Plan? A: Yes, as long it contains no after-tax money. Use form TSP-60.