What types of accounts can I rollover into my IRA?
Among others, you may rollover a Traditional IRA, Roth IRA, SEP IRA, 401(k), or 403(b). In addition, you may consolidate multiple retirement accounts into one IRA. For example, if you have two 401(k) accounts and IRA open with a former employer, you may rollover all three accounts into one self directed IRA plan.
Latest Webinars
Advanced Insights to Self Directed Retirement Accounts
10/10/2023 | 07:00PM - 08:00PM ET
Need some help understanding the ins-and-outs of self-directing your retirement investments? Then you've come to the right place. In this STC webinar you'll:
- Learn about using leverage in your retirement portfolio through non-recourse loans
- Understand what investments may trigger UBIT or UDFI
- Decide if you should investigate a Roth conversion for your account