Once your new Self Directed IRA, HSA, or Solo 401k account is open, there are a few options for funding the account.
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.
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.
Double-check your contribution limit
Complete the Deposit Form
Contribute to your account through:
*Please note that contributions charged on a credit or debit card will be assessed a 3.5% processing fee
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 does not offer investment, tax, financial, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and investments. All parties are strongly encouraged to perform due diligence and consult with the appropriate professional(s) licensed in that area before entering any investment. Performing due diligence helps protect against fraud.