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Consolidation of multiple IRA’s with two SEPP’s

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ByWisconsinite

L1: Consolidation of multiple IRA’s with two SEPP’s Can two separate IRA’s at a brokerage firm with their own SEPP that started in 1999 be consolidated at a new brokerage firm into one IRA that continues the combined SEPP payment? (I hope I made that clear!)2003-06-26 12:42, By: Wisconsinite, IP: [127.0.0.1]
L2: Consolidation of multiple IRA”s with two SEPP’Hello Wisc:
In short, I think the answer is no. Although philosphically, I might conceptually agree; e.g. why not? I believe the combination of the IRAs would constitute an improper addition of funds under RR 2002-62. Furhter, the whole issue would be further complicated assuming that the two SEPP programs commenced at different dates & with potentially different program assumptions.
TheBadger
wjstecker@wispertel.net
2003-06-26 17:01, By: TheBadger, IP: [127.0.0.1]

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