19 min

IRA Qualified Funds FAQ PTC Point of View: A Retirement Podcast

    • Investing

Have you had to let an exciting investment opportunity pass you by because your Self-Directed IRA account is currently short on liquid, investable qualified funds? If making your annual contribution is not an option (i.e., you have maxed-out or don’t have the cash available) or not enough (i.e., Traditional/Roth 2023 contribution limit is $6,500), there are other methods that might be at your disposal. Izzy Irizarry, Director of Marketing, asks Chris Trembley, Director of Operations, frequently asked questions about qualified funds, retirement plans, and rollovers.

Timecodes:

1:10 Qualified Funds Vs. Non- Qualified Funds

2:04 Can I roll my savings account into a SD-IRA?

4:30 What is a Teachers Savings Plan (TSP)?

6:34 Can I rollover or transfer a portion of your 401k while currently employed?

9:21 Does my Roth 401k rollover to Roth IRA?

9:42 I have a 401k can I move it over to a Roth IRA?

10:50 IRA to IRA transfer limits?

12:30 Do I have to transfer the entire IRA account over to Preferred Trust?

13:00 Do I need to liquidate Assets before transferring over funds?

15:32 Will I receive tax documents for the IRA transfer?

Read our IRA Transfer Guide
Read our blog post Roll It Over: Don’t Leave Your 401k Savings Behind

Did you enjoy the episode? Make sure to follow the podcast and turn on notifications to get notified when a new episode is posted. Follow us on Social Media:
-Instagram -Twitter -LinkedIn -Facebook -YouTube -TikTok

Disclaimer:
Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.

Have you had to let an exciting investment opportunity pass you by because your Self-Directed IRA account is currently short on liquid, investable qualified funds? If making your annual contribution is not an option (i.e., you have maxed-out or don’t have the cash available) or not enough (i.e., Traditional/Roth 2023 contribution limit is $6,500), there are other methods that might be at your disposal. Izzy Irizarry, Director of Marketing, asks Chris Trembley, Director of Operations, frequently asked questions about qualified funds, retirement plans, and rollovers.

Timecodes:

1:10 Qualified Funds Vs. Non- Qualified Funds

2:04 Can I roll my savings account into a SD-IRA?

4:30 What is a Teachers Savings Plan (TSP)?

6:34 Can I rollover or transfer a portion of your 401k while currently employed?

9:21 Does my Roth 401k rollover to Roth IRA?

9:42 I have a 401k can I move it over to a Roth IRA?

10:50 IRA to IRA transfer limits?

12:30 Do I have to transfer the entire IRA account over to Preferred Trust?

13:00 Do I need to liquidate Assets before transferring over funds?

15:32 Will I receive tax documents for the IRA transfer?

Read our IRA Transfer Guide
Read our blog post Roll It Over: Don’t Leave Your 401k Savings Behind

Did you enjoy the episode? Make sure to follow the podcast and turn on notifications to get notified when a new episode is posted. Follow us on Social Media:
-Instagram -Twitter -LinkedIn -Facebook -YouTube -TikTok

Disclaimer:
Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.

19 min