Hi guys.
I am thinking now that I've been retired a bit, my self-employed Keough (money purchase/profit sharing) plan should be rolled over to an IRA.
My plan is to keep it at the same financial institution.
My question is, are there any IRS forms that need to be filled out or filed? Or just the rollover forms themselves?
I am thinking now that I've been retired a bit, my self-employed Keough (money purchase/profit sharing) plan should be rolled over to an IRA.
My plan is to keep it at the same financial institution.
My question is, are there any IRS forms that need to be filled out or filed? Or just the rollover forms themselves?