Are My Funds Eligible for a Self-Directed IRA? [CHECKLIST]
A self-directed IRA is a great way to boost your retirement savings. Investing in in real estate, mortgage notes, or private placements can require significant capital, however. As such, most investors start a self-directed IRA or Solo 401(k) with a rollover from a prior plan.
To help determine whether your retirement funds are eligible for a self-directed IRA, our checklist below answers the following common questions:
- Can I move my IRA funds?
- Are my funds compatible?
- Are there any IRA specific considerations?
- What are the Solo 401(k) specific considerations?
Contact a retirement planning expert to help you navigate your investments and find out if your retirement funds are eligible to be rolled over to a self-directed IRA.
Talk to An Expert Today!
Learn these little known strategies and tactics, and unlock your retirement plan today.