Where Are Your Qualified Funds Now?
The steps necessary to open and fund your self-directed IRA vary depending on the type of account from which your qualified funds originate. Use the following information to determine which steps you need to take to get started.
Please click on the type of account from which you would like to move funds, and we will show you the correct quick and easy steps to take.
- IRA
- (e.g. Rollover IRA, Contributory IRA, Traditional IRA)
- SEP IRA
- Roth IRA
- Non-IRA Qualified Plan
- (e.g. 401(k), 403(b), Qualified Annuity, Profit Sharing Plan, Defined Benefit Plan, Money Purchase Plan, Governmental Eligible Deferred Compensation Plan, Keogh Plan, Other Qualified Pension Plan)
If you are not sure which type of account you have currently, a simple way to determine this is to see how the account is titled on a statement from the account's administrator.
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