How do I move money from an existing retirement plan to a Self-Directed account?


In this video, John Bowens, Equity Trust’s National Education Specialist, answers the commonly asked question, “How do you move money from another retirement account into a self-directed IRA?” in regards to a variety of employer-sponsored and non-employer-sponsored retirement account funds that you may be wanting to transfer to your self-directed IRA.

Start a conversation with an IRA Counselor to learn more: https://www.trustetc.com/lp/consultation/?utm_source=youtube&utm_medium=social&utm_campaign=considertion_education&utm_term=money_movement


Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.

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