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I have a 401(k) account with my former employer. Can I transfer the funds to a Self-Directed IRA with IRA Plus Southwest?

April 26, 2017account employer funds IRA Plus self-directed Southwest transfer

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I have a 401(k) account with my former employer. Can I transfer the funds to a Self-Directed IRA with IRA Plus Southwest?

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Yes. You should first open an account with us and then contact the administrator of your former employers plan. They will probably require you to complete some distribution election forms. There will be an option on the forms to elect to do a direct rollover of your account to an IRA.