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Can I roll over a SIMPLE Roth IRA to another plan?

Yes, but rollover rules depend on whether the two-year participation period has been met. During the first two years, rollovers generally must remain within SIMPLE IRA arrangements.

After the two-year period, Roth SIMPLE funds can typically be rolled into a Roth IRA or another designated Roth account if the receiving plan accepts rollovers.

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