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There are many ways to fund your IRA—after making contributions, a transfer or rollover is the most common. Often these words are used interchangeably, but there are differences between the two. Here, we help you understand transfers and rollovers, and their financial...
The average American will switch jobs several times throughout their career, which can result in having several 401(k) retirement accounts with different employers. If this sounds like you, it may be time to think about a rollover into an IRA. Benefits Tax advantages:...
Qualified retirement plans—such as 401(k)s—that were sponsored by a previous employer can be rolled over to a self-directed IRA in a few easy steps. However, minor factors can delay your rollover. Use the tips below to help ensure your new self-directed IRA is set up...
Self-directing your retirement gives you the freedom to live your best life—to invest your time and energy how you want to—with confidence. If you want to take control of your financial future, self-directed investing may fit well with your long-term financial...
A self-directed IRA provides a great deal of freedom and flexibility to invest in non-traditional assets. However, that freedom is balanced by rules, regulations, and asset restrictions. To get the most from your self-directed IRA—and avoid account termination—make...
Do you feel limited by the investment choices you have available to you or want to gain access to extra investment capital? If your answer to these questions is yes, you may want to consider a self-directed retirement account (IRA). A self-directed IRA lets you...
In the mid-1970s, with the passage of the Employment Retirement Income Security Act (ERISA) and the creation of the Individual Retirement Account (IRA), employees who had previously relied on their employers to provide retirement plans had a new option to take on the...
Sometimes called a Promissory Note or a Straight Note, an Unsecured Note is only guaranteed by the borrower’s promise to pay. The borrower signs a note, which may be as simple as a hand written agreement. Provident Trust Group requires the borrower’s signature to be...
