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How to Complete a Rollover or Transfer to Your SDIRA

As life changes, so too do our investment priorities. For many people, a career change may necessitate the need to switch their retirement plan from an employer-sponsored to a self-directed IRA with more freedom.

Get the Self-Directed IRA Rollover and Transfer Guide: Free eBook from Horizon Trust

Even new investment opportunities or knowledge can spur this change.

When moving funds from one retirement plan to another, investors must complete either a transfer or rollover. Both moves are similar in structure but apply under different circumstances and may present different opportunities.

Don’t wait! If you’re planning on opening a self-directed IRA and want to fund it with money from an existing retirement plan, you’ll need to know which strategy is right for you.

This ebook will help you understand how SDIRA transfers and rollovers work so you can:

  • Choose which strategy is right for your account
  • Plan ahead to avoid early withdrawal penalties
  • Use a potential 60-day rollover for an additional investment opportunity

Click the link below to download your free ebook and start planning.

Download the Ebook

The Horizon Trust Advantage

Easy-to-Use Financial Portal

  • Total control over your investment decisions
  • Ability to access alternative assets like real estate and crypto
  • Industry-leading financial account portal
  • Transactional-free pricing

Educational Resources

  • Self-Directed: Self-Made Success book
  • Dozens of account forms and disclosures
  • Investment blog with the latest insights
  • Educational newsletter with the latest investment trends
  • Investment Corner

Multiple Account Options

  • Roth SDIRA
  • Traditional SDIRA
  • SEP SDIRA
  • SIMPLE SDIRA
  • Individual 401(k)
  • HSA
  • CESA
Download the Ebook

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I want to sincerely thank Jessie and Dana for the excellent service they provided. They smoothly walked me through the entire process, truly held my hand every step of the way, and patiently answered all of my questions—and I had a lot! Their knowledge was impeccable, and their support made everything easy and stress-free. I would highly recommend Horizon Trust to anyone. Thank you!
  
 
  
 
 
 
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The team members at Horizon Trust Company are prompt in responding to questions.  I've had a great experience with their customer service.
  
 
  
 
 
 
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Great company to work with! Amazing team and they went above and beyond to help me understand the SDIRA process. My friends are now using Horizon as well so we can invest in more real estate opportunities that we couldn't get into with old 401ks.
  
 
  
 
 
 
 
    
 
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