You have options to choose from when you decide to fund your account: rollover, transfer, direct rollover or annual contribution. These transactions may sound similar, but they are distinctly different.
In this webinar, we provide you with the information you need to understand the difference between them and which one is right for you.
Duration: 42 minutes
Speaker: John Paul Ruiz, Director of Professional Development
Watch this webinar and learn about each type of funding method:
- What is a self-directed IRA and what are the investment options
- The difference between funding an account with a rollover vs. a transfer
- Contribution eligibility and limits for IRA holders