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Download our Beginner’s Guide to Transfers and Rollovers: https://directedira.com/beginners-guide-transfers-rollovers/
Have you ever wondered how to fund an IRA? Do you have money in an old 401(k) that you want to move into an IRA?
In this episode, Mat Sorensen and Mark Kohler break down what it actually takes to move money into your account, and why this step can be easier or more frustrating than people expect.
They cover the three primary ways to fund a self-directed IRA: transfers, contributions, and rollovers. Along the way, they explain why IRA-to-IRA transfers are usually the simplest option, why rolling over an old 401(k) can take more time, and how to handle the process without unnecessary delays.
Still have questions about transfers and rollovers? Book a call with our team: https://directedira.com/appointment/
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Other:
Mat Sorensen: https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
By Mat Sorensen and Mark Kohler4.7
163163 ratings
Download our Beginner’s Guide to Transfers and Rollovers: https://directedira.com/beginners-guide-transfers-rollovers/
Have you ever wondered how to fund an IRA? Do you have money in an old 401(k) that you want to move into an IRA?
In this episode, Mat Sorensen and Mark Kohler break down what it actually takes to move money into your account, and why this step can be easier or more frustrating than people expect.
They cover the three primary ways to fund a self-directed IRA: transfers, contributions, and rollovers. Along the way, they explain why IRA-to-IRA transfers are usually the simplest option, why rolling over an old 401(k) can take more time, and how to handle the process without unnecessary delays.
Still have questions about transfers and rollovers? Book a call with our team: https://directedira.com/appointment/
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Other:
Mat Sorensen: https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com

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