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Can I rollover a 401(k) account into a self-directed IRA?

Yes. You can rollover funds from a 401(k) account, or any other qualified plan (such as an IRA held by another custodian or a Profit Sharing Plan) into a self-directed IRA without incurring any tax penalties.

If you have any questions about how to proceed with the process of transferring an old 401(k) account into a new account, our Transfer-In Staff can help you understand your options, assist with your paper work, and initiate transactions with other institutions. Contact them at (800)-248-8447 or