Broad Financial
Questions & Answers
If I later want to rollover your IRA to a more conventional stock investment IRA, are there any restrictions?
Asked by Robert W. on 9/1/2022
1 Answer
Brian B.9/8/2022
Hello Robert! There are no restrictions in this case, but in order to transfer your Self-Directed IRA to an IRA that allows you to invest in stocks, you would need to liquidate or retire any alternative assets before rolling over to a QRP. Another option is that your plan administrator must write a letter saying they accept alternative assets. However, this depends on the type of investments you would be holding at the time.
Add your answer
Click to upload/insert
or drag & drop