How It Works
1.
2.
Fund Your Account
Once your new Self Directed IRA, HSA, or Solo 401k account is open, there are a few options for funding the account.
- IRA Transfer
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- Complete the IRA to IRA Transfer Form
- Please note certain trustees will need your original signature. These forms will need to be mailed to our office.
- If your IRA is invested in stocks, bonds, or mutual funds, contact the current trustee to liquidate/sell the current holdings. Let us know when this is complete, so we can then start the transfer process for you.
- Wait for the funds to arrive. Please note that the transfer process varies with each trustee, and some will take longer than others. Please allow 1-3 weeks.
- Previous Employer Plans; 401k, 403b, 457b, 503, TSP Rollover
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- Contact your 401k administrator. The trustee will accept instructions only from the account owner (you).
- If your old 401k is invested in stocks, bonds, or mutual funds, contact the current trustee to liquidate/sell the current holdings.
- Wait for the funds to arrive. Please note that the transfer process varies with each company, and some will take longer than others. Please allow 2-3 weeks.
- Contribution
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- Double-check your contribution limit
- Complete the Deposit Form
- Contribute to your account through:
- Check
- Wire transfer/ACH
- Credit Card
- Via PLAID
*Please note that contributions charged on a credit or debit card will be assessed a 3.5% processing fee
3.
Select the Investment
Remember, with a Self Directed IRA you pick the investment. Contact IRA Club so we can walk you through the process of your specific investment. Check out Investor’s-Row to see some investment options.
IRA Club Member Benefits
- Personal Account Manager to handle all needs and keep the account IRS compliant
- Unlimited Account Growth
- Low, Flat Fees
- Free Allowable Transaction Review
- Streamlined E-Signature Processes
- Extensive Resource Center
