Plan Funding
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Rollover & transfer eligibility
Most retirement accounts, including traditional IRAs, Roth IRAs, old 401(k)s, 403(b)s, pension plans, and even federal government accounts like the Thrift Savings Plan, are eligible to move into a self-directed IRA or Solo 401(k). Two variables ...
Read articleAll funding must flow through your custodian
Checkbook Control gives you direct signing authority over your plan's investment account, letting you write checks and execute contracts without waiting on a third party for each transaction. That authority operates inside a fixed structural rule: ...
Read articleIRA rollovers & transfers
When people say they want to roll over their retirement account, they usually mean moving money from one plan to another without paying taxes on it. That part is straightforward, but "rollover" gets applied loosely to cover three distinct transaction ...
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