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IRA Transfer

An IRA Transfer is when the same type of retirement plan is moved from one firm to another. For example, moving your Traditional IRA from Oak Bank to another Traditional IRA to Maple Bank. 

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IRA Rollover

An IRA Rollover is when retirement funds are moved from a firm or out of an employer-sponsored plan (such as a 401(k)) to a new plan or administrator. In a rollover, a distribution is requested to fund your account.

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IRA Contribution

IRA Contributions can be made to fund an IRA account by making regular contributions each year. This option requires the account holder to be under 70.5 years of age with earned income. IRS contribution limits are required. 

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Discover the Benefits of Self-Directed Retirement Plans

Entrust tax-free or tax-deferred retirement, health, and educational savings accounts provide the opportunity to save money for the future on a tax-deferred or tax-free basis.  Self-directed accounts also allow you to benefit from a variety of alternative investments not available through traditional retirement accounts.