{"id":11569,"date":"2022-03-21T18:41:02","date_gmt":"2022-03-21T18:41:02","guid":{"rendered":"https:\/\/udirectira.com\/?p=11569"},"modified":"2024-12-09T19:26:36","modified_gmt":"2024-12-09T19:26:36","slug":"moving-a-non-cash-assets-to-an-ira","status":"publish","type":"post","link":"https:\/\/udirectira.com\/moving-a-non-cash-assets-to-an-ira\/","title":{"rendered":"Moving Non-Cash Assets to an IRA"},"content":{"rendered":"<div id=\"attachment_990\" style=\"width: 160px\" class=\"wp-caption alignleft\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-990\" class=\"size-full wp-image-990 lazyload\" data-src=\"https:\/\/udirectira.com\/wp-content\/uploads\/2018\/11\/JeffD_225x150.jpg\" alt=\"\" width=\"150\" height=\"225\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" style=\"--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150\/225;\" \/><noscript><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-990\" class=\"size-full wp-image-990\" src=\"https:\/\/udirectira.com\/wp-content\/uploads\/2018\/11\/JeffD_225x150.jpg\" alt=\"\" width=\"150\" height=\"225\" \/><\/noscript><p id=\"caption-attachment-990\" class=\"wp-caption-text\">Jeff Dixon, MBA, CISP, SDIP<\/p><\/div>\n<p>Moving cash to an IRA with uDirect is as <a href=\"https:\/\/udirectira.com\/how-to-complete-a-self-directed-ira-rollover\/\">easy as completing a Transfer or Rollover form<\/a>. What about moving non-cash assets to an IRA? The same forms are needed and there are a few extra steps.<\/p>\n<h4><em>What needs to happen?<\/em><\/h4>\n<p>For an IRA asset transfer, uDirect needs to review and approve a copy of the original signed investment documents. Complete one Asset Transfer ID Form for each of your non-cash assets. Contact us to receive the form and discuss your transfer plans.<\/p>\n<p>Additionally, we need the latest statement from the retirement account being transferred.<\/p>\n<p><a href=\"https:\/\/udirectira.com\/how-to-invest-in-notes-in-your-ira\/\">Performing an IRA asset transfer of a note<\/a>? We will need a copy of the note, and if it is a secured loan, the deed of trust.<\/p>\n<p>Reviewing a <a href=\"https:\/\/www.investopedia.com\/terms\/p\/privateplacement.asp\">Private Placement<\/a>, LLC or Syndication to transfer requires an Operating and Subscription Agreement. Please provide these.<\/p>\n<p>Moving private stock, tax liens or precious metals, requires a purchase agreement or invoice.<\/p>\n<p>Transferring an<a href=\"https:\/\/udirectira.com\/ira-owned-llc\/\"> IRA-Owned LLC<\/a> requires the following:<\/p>\n<ul>\n<li>LLC Operating Agreement<\/li>\n<li>Copy of <a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-form-ss-4\">SS4<\/a> for the entity<\/li>\n<li>Screen shot from state&#8217;s Secretary of State showing entity is in good standing<\/li>\n<li>1065 partnership return for the past tax year for the entity.<\/li>\n<\/ul>\n<p>Whichever <a href=\"https:\/\/udirectira.com\/949-2-assets\/\">non-cash asset<\/a> you wish to transfer, retitle that asset in the new IRA account name. This is a self-directed IRA and as a result, you would complete this step after the asset is moved to us.<\/p>\n<h4><em>Exceptions<\/em><\/h4>\n<p>Most non-cash assets can be transferred to us, but there are some items we will not accept.<\/p>\n<ul>\n<li>A non-performing asset<\/li>\n<li>A foreign based asset<\/li>\n<li>An asset that was not titled correctly<\/li>\n<\/ul>\n<p>If you have an IRA owned LLC, the \u201c<a href=\"https:\/\/udirectira.com\/the-checkbook-ira\/\">Checkbook IRA<\/a>\u201d, and it is holding real estate, or an asset we would not take, it is still acceptable. We will need to have approved the LLC\u2019s Operating Agreement, and a few related items, referenced earlier. Keep in mind you are not moving real estate or any LLC-owned non-cash asset to us in this case.<\/p>\n<p>To discuss performing an IRA asset transfer to us from a different custodian, we are happy to set up a consultation. If you have other Self-Directed IRA \/ Solo 401k questions, please contact us at 866-402-2781 or email us at info@uDirectIRA.com.<\/p>\n<p>Because uDirect is not a tax or legal advisor, please contact your own tax or legal professional with any such questions.<\/p>\n<p>No information in this communication should be considered financial, tax, or legal advice and may not be relied upon as such. All discussions are for informational purposes only.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Moving cash to an IRA with uDirect is as easy as completing a Transfer or Rollover form. What about moving non-cash assets to an IRA? The same forms are needed and there are a few extra steps. What needs to happen? For an IRA asset transfer, uDirect needs to review and approve a copy of&hellip;<\/p>\n","protected":false},"author":5,"featured_media":9525,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-11569","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Moving Non-Cash Assets to an IRA - uDirect IRA Services, LLC<\/title>\n<meta name=\"description\" content=\"Moving a non-cash asset to an IRA involves several key steps and important documents. 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Read on to learn how to successfully transfer these items over to uDirect.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/udirectira.com\/moving-a-non-cash-assets-to-an-ira\/\" \/>\n<meta property=\"og:site_name\" content=\"uDirect IRA Services, LLC\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/uDirectIRA\" \/>\n<meta property=\"article:published_time\" content=\"2022-03-21T18:41:02+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-12-09T19:26:36+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/udirectira.com\/wp-content\/uploads\/2016\/11\/offer-h7-2-e1586544753323.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"570\" \/>\n\t<meta property=\"og:image:height\" content=\"802\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Kaaren Hall\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@uDirectIRA\" \/>\n<meta name=\"twitter:site\" content=\"@uDirectIRA\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Kaaren Hall\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/udirectira.com\/moving-a-non-cash-assets-to-an-ira\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/udirectira.com\/moving-a-non-cash-assets-to-an-ira\/\"},\"author\":{\"name\":\"Kaaren Hall\",\"@id\":\"https:\/\/udirectira.com\/#\/schema\/person\/4226cdbfe8048d9e88896a4a30bae58b\"},\"headline\":\"Moving Non-Cash Assets to an IRA\",\"datePublished\":\"2022-03-21T18:41:02+00:00\",\"dateModified\":\"2024-12-09T19:26:36+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/udirectira.com\/moving-a-non-cash-assets-to-an-ira\/\"},\"wordCount\":437,\"publisher\":{\"@id\":\"https:\/\/udirectira.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/udirectira.com\/moving-a-non-cash-assets-to-an-ira\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/udirectira.com\/wp-content\/uploads\/2016\/11\/offer-h7-2-e1586544753323.jpg\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/udirectira.com\/moving-a-non-cash-assets-to-an-ira\/\",\"url\":\"https:\/\/udirectira.com\/moving-a-non-cash-assets-to-an-ira\/\",\"name\":\"Moving Non-Cash Assets to an IRA - uDirect IRA Services, LLC\",\"isPartOf\":{\"@id\":\"https:\/\/udirectira.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/udirectira.com\/moving-a-non-cash-assets-to-an-ira\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/udirectira.com\/moving-a-non-cash-assets-to-an-ira\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/udirectira.com\/wp-content\/uploads\/2016\/11\/offer-h7-2-e1586544753323.jpg\",\"datePublished\":\"2022-03-21T18:41:02+00:00\",\"dateModified\":\"2024-12-09T19:26:36+00:00\",\"description\":\"Moving a non-cash asset to an IRA involves several key steps and important documents. 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