In Service Rollover -- Solo 401(k) to SDIRA

Technical topics regarding tax preparation.
#1
Wiles  
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Joined:
21-Apr-2014 9:42am
Location:
CA
Taxpayer has a Solo 401(k) for her S-Corporation. She wants to max it out each year and then rollover the funds to her SDIRA.

Can you please confirm that the rollover is only allowed if:
a) Her 401(k) plan documents allow in-service distributions/rollovers, and
b) She must be at least age 59 1/2

Thank you!
 

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