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Understanding the Difference Between Rollovers and Transfers

Are you looking to diversify your IRA or invest in real estate with your retirement account? It starts by moving your retirement savings to a self-directed IRA. But how you move the funds whether it is via transfer, rollover, or direct rollover, is essential. These transactions may sound similar, but they are different. Using the incorrect term and not understanding the rules associated with each may cause delays and possible tax consequences. Watch this webinar presented by Patrick Hagen, CISP, and learn about these transactions as he discusses:
- Self-directed IRA and investment options
- The difference between rollovers and transfers
- How to invest in real estate with a self-directed IRA

Date: February 10, 2016
Duration: 25 min
Speaker: Patrick Hagen, CISP

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