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A SELF-DIRECTED ROADMAP TO RELY ON
The Self-Directed Retirement process is slightly different than a typical IRA. So, to assist you in your journey, our Self-Directed Timeline will provide you with important milestones to ensure proper planning so you’re not sidelined with unexpected problems.
Funding Your Account
IRA to IRA Transfer
The movement of retirement assets between two accounts of the same type. Typically, Transfers are the most common funding option.
- No IRS Reporting
- No Time or Frequency Requirements
- No Income Tax Withholding
- No Value Restrictions
The movement of funds between different plan types where the funds are deposited directly into the new institution from the previous institution.
- Reportable, but Not Taxable
- No 60-Day Time Limit
The distribution of funds directly to the account owner, who then deposits the funds into another retirement account within 60 days.
- Reportable & Potentially Taxable
- Rollover Must Be Completed by the 60th Day
- One Rollover Per Calendar Year
- Mandatory Withholding for most Employer Sponsored Plans
What should you expect when moving funds?
Contact the resigning custodian to verify its requirements to move funds.
The transfer process may take 1 to 3 business weeks, depending on the institution.
Almost all resigning custodians require their own paperwork to initiate a rollover.
Example of rollover check titling:
Custodian Name FBO:
Client Name & Account Number
We’ve got asset custody down to a science
These types of assets are commonly found within the stock market.
These types of assets are not publicly traded and tend to be less “liquid” than traditional assets.
These types of assets are not permissible in a qualified account or retirement plan.
INVESTMENT OPTIONS TO REACH YOUR IDEAL RETIREMENT
By using a qualified self-directed account, individuals are provided access to investing in both traditional (publicly traded stocks, bonds and mutual funds) and alternative assets (everything else allowable by the IRS). We specialize exclusively in the non-traditional to grant access to the alternative investment world. Once your account is funded, a world of opportunity is at your fingertips.