Transfers, Rollovers, & Contributions
You will not do a transfer or rollover until midway through your account opening process. You can gather old statements but will be opening an IRA and LLC with our team first.
- I just finished signing up. When do I initiate a transfer for rollover?
- How long do transfers from my current custodian take for my IRA?
- Can I roll over a 403 (b) into a Self-Directed IRA or Solo 401(k)?
- How can I fund & transfer assets into my SDIRA account?
- Can I roll over my current employer 401(k) or 403(b) plan? What is an in-service rollover?
- How fast can I open and fund a Self-Directed IRA account with Rocket Dollar?