IRA Transfers vs. IRA Rollovers: Which One is Right For You? | Webinar Replay

Did you know rolling over or transferring your old 401(k) or IRA funds can still lead to tax benefits for your 2017 taxes? Or use an annual contribution to reap your tax benefits? Using the incorrect funding method or being unaware of the rules associated with either may cause delays and possible tax consequences. You have options to choose from when you decide to fund your account: rollover, transfer, direct rollover or annual contribution. These transactions may sound similar, but they are distinctly different. In this webinar, we provide you with the information you need to understand the difference between IRA transfers and IRA rollovers and which one is right for you. Learn about each type of funding method as we discuss: • What is a self-directed IRA and what are the available investment options • The difference between funding an account with an IRA rollover and IRA transfer • Contribution eligibility and limits for account holders ------------------------------------ Do you have any questions, comments, or thoughts? Let us know in the comments section below! About Us: The Entrust Group is the leading self-directed IRA administrator and an acknowledged authority in the field of alternative investments. Learn more about The Entrust Group at http://www.theentrustgroup.com ________________________________________ Want even more information? ● Download our free guide, Self-Directed IRA Basics Guide, with everything you need to get started! https://www.theentrustgroup.com/sdira... ● Read more about 90 things you can invest in with a SDIRA on our blog: https://www.theentrustgroup.com/blog/... Subscribe to our YouTube channel for more videos about retirement investing, alternative investments, real estate investing, SDIRAs, and more.