Employer Plans: Triggering Events for IRA Rollovers
The IRS requires a triggering event for IRA rollovers. Employer plans, like a 401(k) or 403(b), restrict a participants ability to direct money wherever they want. This segment teaches you when and how a client that is an employee under an employer offered retirement benefit plan may be able to roll those savings out and into a Self-Directed IRA able to buy real estate.
You will learn how to answer common investor questions like:
- Can I use my current 401(k) plan to fund my Self-Directed IRA?
- How do I get the money from my old 401(k) plan into my Self-Directed IRA?