(714) 831-1866 or by e-mail at: Administration@uDirectIRA.com
For Annual Contributions, See Our “Contribute to an Account” Page
(714) 831-1866 or by e-mail at: Administration@uDirectIRA.com
Self-Directed Accounts are Funded in One of Three Ways
The above link provides a form for Transfer of funds.
For Transfers (IRA to IRA)
For Self-Directed IRA Rollovers (401(k), 403(b), 457, Defined Benefits, etc.)
Wires have a $15 fee.
uDirect IRA Services staff is working both from home and from our offices in response to COVID-19. Rest assured, we are fully operational and ready to help with your retirement needs.