Transfers & Rollovers: Getting Started with a Self-Directed IRA

Ready to get started with a Self-Directed IRA?
In this segment, John Bowens explains:
- How to get started with a self-directed IRA
- How to transfer funds from an existing IRA
- How to rollover from various accounts
- & more
Find out if a self-directed account is right for you: www.trustetc.com/lp/investor-...
Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust 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 to determine whether an investment product, plan or strategy is right for you. Investing involves risk, including possible loss of principal

[@darnellmorton2414]

Thanks. Great info.

[@kamivora]

Thanks, this helped me alot.

[@carl1026]

Nice. Very helpful.

[@runninman61]

What about Roth IRA transfer into brokerage account. Any penalties for that?

[@robertpeacock5515]

What about annuities

[@equitytrustcompany]

Hello Robert, The current law allows for both transfers from IRAs as well as rollovers from qualified retirement plans, such as 401(k), 401(a), 403(b), 457, Thrift Savings Plan (TSP), and annuities. See our blog for more information! www.trustetc.com/blog/precious-metals-ira-faq/?

[@nerdinside8242]

This is amazing. I want to set up a self-directed IRA with 100k and use it to invest in cryptocurrency tax free.

[@equitytrustcompany]

Awesome! Here's where you can learn more: www.trustetc.com/investments/cryptocurrency/?