Transfer an annuity into my Solo 401k
How do I transfer my IRA annuity into my Solo 401k?
An annuity is simply an investment of an IRA. IRS rules allow you to transfer any IRA, except Roth, into your new Solo 401k plan.
- You will need to contact the company holding your annuity to sell or liquidate it
- You will then request a direct rollover of your IRA into your Solo 401k
Rollover