{"id":10199,"date":"2019-12-26T20:30:21","date_gmt":"2019-12-26T20:30:21","guid":{"rendered":"https:\/\/udirectira.com\/?page_id=10199"},"modified":"2024-03-05T20:28:39","modified_gmt":"2024-03-05T20:28:39","slug":"rollover-transfer","status":"publish","type":"page","link":"https:\/\/udirectira.com\/rollover-transfer\/","title":{"rendered":"Self-Directed IRA Rollover and Transfer"},"content":{"rendered":"
[vc_row css=”.vc_custom_1478847617730{padding-top: 100px !important;}”][vc_column][vc_btn title=”IRA Transfer Request Form” color=”primary” align=”center” link=”url:https%3A%2F%2Fudirectira.com%2Fwp-content%2Fuploads%2F2024%2F03%2FuDirect-Transfer-Request-Form-Fillable-2024.pdf|target:_blank”][vc_column_text]<\/p>\n
(714) 515-7356 or by e-mail at: Administration@uDirectIRA.com<\/a><\/p>\n \u00a0<\/span>[\/vc_column_text][\/vc_column][\/vc_row][vc_row css=”.vc_custom_1482908664714{padding-top: 20px !important;}”][vc_column width=”1\/2″ css=”.vc_custom_1482908671786{padding-top: 40px !important;}”][vc_column_text]Self-Directed Accounts are Funded in One of Three Ways <\/span>[\/vc_column_text][vc_column_text css=”.vc_custom_1709332549736{margin-bottom: 15px !important;}”]<\/p>\n The above link provides a form for IRA rollover<\/strong> Transfer<\/strong>\u00a0of funds.[\/vc_column_text][vc_column_text]For Transfers (IRA to IRA) [\/vc_column_text][\/vc_column][vc_column width=”1\/2″ css=”.vc_custom_1482908677890{padding-top: 40px !important;}”][vc_column_text]For Self-Directed Rollover IRA Transfers (401(k), 403(b), 457, Defined Benefits, etc.) <\/span>[\/vc_column_text][vc_column_text]<\/p>\n Wires have a $15 fee.<\/li>\n<\/ul>\n Approaching your IRA transfer, contribution, or IRA rollover transfer correctly is crucial to completing the process in a thorough and timely manner. With that in mind, reach out to us at uDirect IRA Services<\/a> so that we can help. We\u2019ll take your inquiries seriously and ensure that your requests go through without any issues.[\/vc_column_text][\/vc_column][\/vc_row][vc_row disable_element=”yes” css=”.vc_custom_1577393538512{padding-top: 20px !important;padding-bottom: 100px !important;}”][vc_column width=”1\/2″ css=”.vc_custom_1482908698153{padding-top: 40px !important;}” offset=”vc_col-lg-3 vc_col-md-3″]For\u00a0Annual Contributions<\/strong>, See Our \u201cContribute to an Account<\/a>\u201d Page<\/h5>\n
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