AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
8min chapter
The Complete Guide to Self-Directed IRAs: Top 10 FAQs Answered
Directed IRA Podcast
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.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode