<img src="//bat.bing.com/action/0?ti=5104607&amp;Ver=2" height="0" width="0" style="display:none; visibility: hidden;">

Professionals

financial-professionals-menu-image

Stand out from the competition by offering your audience a way to diversify their portfolios.

Learning Center

Learning-Center-menu-image-1

Access the largest knowledge base for Self-Directed IRAs. Expand your investor knowledge with articles, whitepapers, practical guides and tons of other educational resources.

About Entrust

teg-symbol-about-entrust-menu-image

For 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.

How to Transfer Your IRA to a Self-Directed IRA in 5 Simple Steps [Video]

Funding a self-directed IRA with a transfer is the first step to investing with these tax-advantaged savings accounts, so it is a necessary part of holding alternative investments in your retirement account.  Let's take a closer look at transferring your IRA funds into a self-directed IRA:

A transfer transaction refers to the process of funds being moved between two financial institutions. For example, John has an IRA set up with his local bank, and he has been using his account to invest in stocks. He wants to expand his investment options to real estate, so he decides to transfer his IRA funds to a self-directed IRA.

John requests a transfer from his bank, directing them to move the funds to his chosen self-directed IRA administrator, like The Entrust Group. After putting in his request, John can sit back and let the financial institutions do the work of ensuring the transfer.

How to transfer your IRA to a self-directed IRA in 5 simple steps:

 

 

If you are ready to learn more about how a self-directed IRA can help you with achieve your dream retirement, get a free consultation here.

 

Self-Directed IRAs:
The Basics Guide

Learn about your investment options, Self-Directed IRA rules, and much more!

Download Now

Like what you read?

Subscribe to our newsletter to get in-depth articles, right in your inbox every month

0 Comment

Be the first to comment!

Top 10 Trends Disrupting Real Estate in 2021

Register to our next webinar on Wednesday, September 15, 2021 at 11:00 a.m. PT / 2:00 p.m. ET

Save my Seat