IRA Transfer and Rollover Rules

The IRA Transfer and Rollover Rules dictate how you can move retirement funds from either an IRA or 401(k) to a new or existing IRA.
How to Transfer a Roth IRA to a Self-Directed Roth IRA

Individuals may generally transfer Roth IRA or rollover eligible qualified retirement plan assets into a Self-Directed Roth IRA structure. Individuals may not rollover Roth IRA funds into a qualified retirement plan, such as a Solo 401(k) Plan, or a pretax IRA account, such as a Traditional IRA or SEP IRA. Key Points Roth IRAs are […]
Can You Transfer Property into a Self-Directed IRA?

One may transfer or roll over a piece of real estate property from a retirement account to a Self-Directed IRA.
How to Transfer my IRA to IRA Financial?

It’s super easy to transfer your IRA to IRA Financial and set up a new Self-Directed IRA and enjoy the freedom to invest in whatever you want