{"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

For\u00a0Annual Contributions<\/strong>, See Our \u201cContribute to an Account<\/a>\u201d Page<\/h5>\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

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  1. Annual Contribution<\/strong><\/a> – writing a check from your personal funds<\/li>\n
  2. Self-Directed IRA Transfer<\/strong><\/a>\u00a0– The movement of funds from IRA to IRA*<\/sup><\/li>\n
  3. Self-Directed IRA Rollover Transfer<\/strong><\/a> – The movement of funds from a Qualified Plan such as a 401(k), 403(b) or 457 to an IRA*<\/li>\n<\/ol>\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)
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