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Self-employed Solo 401k Question: I want to rollover multiple accounts to my new Solo 401k. Is there a limit on the number of accounts that I can rollover?
No – There is no limit on the number of accounts from which you can rollover funds to the Solo 401k.
As part of the Solo 401k establishment process, we help our clients rollover funds from their pre-existing retirement accounts. There is no limit on the number of accounts that can be rolled over. Moreover, there rollover can be at the beginning of the process or later – in either case, we will will handle as part of our service for no additional charge.
Moreover, we leverage all of our experience in helping other clients rolling over funds from 100s of different financial institutions to make the process easy for you