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Can I Transfer Funds from a Previously Established Retirement Plan into an Equity Trust Self-Directed IRA?

April 26, 2017equity funds IRA retirement plan self-directed transfer Trust

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Can I Transfer Funds from a Previously Established Retirement Plan into an Equity Trust Self-Directed IRA?

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A transfer occurs when IRA assets are moved directly from one financial institution to another without the IRA owner taking possession of his/her assets. By executing a transfer, IRA owners avoid possible tax liabilities that might occur by taking possession of their funds personally. Unlike rollovers, there is no set limit to the number of transfers that can be executed in a year.