Are you interested in investing in alternative assets beyond Wall Street with your retirement funds? Opening a Self-Directed IRA gives you freedom to invest and the ability to diversify your portfolio. To learn more about rolling over a 401(k) into a Self-Directed IRA, visit our website: [ Ссылка ]

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Disclaimer: All of the information contained on our website is a general discussion for informational purposes only. Madison Trust Company does not provide legal, tax or investment advice. Nothing of the foregoing, or of any other written, electronic, or oral statement or communication by Madison Trust Company or its representatives, is intended to be, or may be relayed as, legal, tax, investment advice, statements, opinions, or predictions. Prior to making any investment decisions, please consult with the appropriate legal, tax, and investment professionals for advice.

SCRIPT
In this video, you’ll learn how you can expand your investment opportunities beyond Wall Street by rolling over 401(k) funds into a Self-Directed IRA.

Are you considering investing in alternative investments such as real estate, private businesses, or precious metals?

A Self-Directed IRA allows you to invest in the alternative assets that you believe will help you achieve your financial goals for retirement.

If you have a 401(k) with a former employer, you likely have the choice to roll your funds over into a Self-Directed IRA.

You will first need to contact your current plan administrator to verify whether your account is available to be rolled into a Self-Directed IRA. 

Your existing 401(k) retirement funds can be moved by either a direct or indirect rollover. 

A 401(k) direct rollover occurs when funds are moved from your 401(k) directly into your Self-Directed IRA.

A 401(k) indirect rollover is when your 401(k) funds are first distributed to you, the account holder. You then have 60 days to roll your funds over to your newly opened Self-Directed IRA.

A 401(k) direct rollover is usually regarded as the easier option.

Whether you are transitioning between employment or reaching retirement age, rolling over your 401(k) into a Self-Directed IRA can give you more control of your retirement investing.

You’ll have the freedom to invest in—and the ability to diversify your portfolio with—many different assets rather than feeling confined to Wall Street products.

Ready to get started? Call to speak with one of our Self-Directed IRA Specialists today!

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