General
5 articles
Can I add more money to my plan in the future?
Yes. You can add funds to your self-directed IRA or Solo 401(k) at any time through annual contributions or additional rollovers and transfers from other eligible retirement accounts. Two ways to add funds Annual contributions are a way to put new ...
Can I roll over assets in-kind from another plan?
Yes. An in-kind rollover moves an asset from one retirement plan to another without liquidating it first. This comes up when you're moving from direct custody to checkbook control, when you're dissatisfied with your current custodian's service or ...
Can I roll over my SIMPLE IRA?
Yes. A SIMPLE IRA can be self-directed and used to invest in alternative assets like real estate, private placements, and cryptocurrency, the same as any other IRA. SIMPLE IRAs do have a few special rules to be aware of, but none of them prevent you ...
Can I roll over my SEP IRA?
Yes. A SEP IRA can be rolled over or transferred to a self-directed plan with no special restrictions. There is no waiting period and no limitation on how much you can move. SEP IRAs and Traditional IRAs are fully compatible. Funds can transfer ...
Is there a minimum funding amount?
No. Self-Directed Plans does not impose a minimum funding requirement on any of its plans. You can establish a plan and fund it with whatever amount makes sense for your situation. That said, two practical considerations are worth keeping in mind. ...