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The Complete Guide to Self-Directed IRAs: Top 10 FAQs Answered

Directed IRA Podcast

CHAPTER

Transferring and Rolling Over Funds to a Self-Directed IRA

The chapter provides a detailed guide on transferring funds from an existing IRA or old employer 401k to a self-directed IRA, emphasizing the direct rollover process and the importance of clear communication to avoid tax penalties. It also addresses the challenges of self-directing a current employer 401k and suggests exploring in-service rollover options based on specific criteria.

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