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Are There Taxes for Converting to a Self-Directed Plan?

No taxes are incurred by moving to a self-directed IRA or Solo 401(k) plan.

Our self-directed retirement plans are still retirement plans provided tax-sheltered status by the IRS, and are in most all respects identical to similar plans offered by mainstream financial services firms.  What is different is that our self-directed plans are configured to invest differently, and expand your choices beyond conventional publicly traded assets.

Assuming your funds are eligible to be rolled over, they can move from one plan to another without tax implications.