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Adding Funds to Your Checkbook IRA

Just like with any IRA, you can add qualified retirement funds to your Checkbook IRA.

Adding funds to your IRA-owned LLC or Trust is a two-step process:

  1. Adding funds to the Self-Directed IRA account at IRA Services Trust Co. through one of four distinct methods:
  • Transfer – Direct transfer from another IRA plan
  • Direct Rollover –rollover from a qualified employer plan such as a 401(k), 403(b) or pension
  • Indirect Rollover (60-day rollover) – When funds are issued from a prior IRA plan to you in your name and then deposited to the subsequent IRA within 60-days.
  • Contribution – New deposit to the IRA as a tax-year contribution
  1. Having the IRA account purchase additional membership interest in the LLC/Trust.

Instructional Document

Download the following document for instructions on this process, including samples of completed IRA Services forms.

Adding Funds to Checkbook IRA - ISTC

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