IRA Transfer and Rollover Rules

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

how to transfer a roth IRA to a self-directed Roth IRA to an LLC

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 […]