4 Ways to Fund a Self-Directed Account

Are you ready to take the next step? In this segment, John Bowens explains the four ways to fund a self-directed account.
1. Rollover
2. Transfer
3. Contribution
4. Roth Conversion
Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.

[@geraldfirme1213]

Great job sir. I’m getting back to watching your videos. My TSP will finally be exhausted into Equity Trust SDRIA. Paying attention with funding my Equity account after starting my new civilian job here in Texas soon. Once on board, will contribute from checking or savings. Is their a rule regarding if it comes out of Checking or Savings? Thank you. Enjoying your videos.

[@dottiedogdiscovers]

What’s the minimum out of pocket contribution?

[@equitytrustcompany]

Hello, there is no defined minimum amount you can start with in an IRA. There are maximum contribution limits, but no minimum contribution limits.