How to Complete a Rollover or Transfer to Your SDIRA
As life changes, so too do our investment priorities. For many people, a career change may necessitate the need to switch their retirement plan from an employer-sponsored to a self-directed IRA with more freedom. Even new investment opportunities or knowledge can spur this change.
When moving funds from one retirement plan to another, investors must complete either a transfer or rollover. Both moves are similar in structure but apply under different circumstances and may present different opportunities.
This ebook will help you understand how SDIRA transfers and rollovers work so you can:
- Choose which strategy is right for your account
- Plan ahead to avoid early withdrawal penalties
- Use a potential 60-day rollover for an additional investment opportunity
Don’t wait! If you’re planning on opening a self-directed IRA and want to fund it with money from an existing retirement plan, you’ll need to know which strategy is right for you.
Click the link below to download your free ebook and start planning.
Get the Self-Directed IRA Rollover and Transfer Guide: Free eBook from Horizon Trust
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