IRA transfer vs rollover — it’s one of the first questions new SDIRA investors ask. Learn about each funding method so you can choose the option that’s right for you. In this video, John Paul Ruiz dives into the pros and cons of each funding method: transfers, rollovers, and contributions. He also highlights some of the most essential rollover rules to follow in order to maintain your SDIRA’s good standing. If you want even more in-depth information, be sure to read through our blog post, IRA Transfer vs. Rollover: What's the Difference? Timestamps: 0:00 | Intro 0:30 | What’s the Difference Between an IRA Transfer and Rollover? 0:54 | What is a Transfer? 1:31 | What is a Direct Rollover? 2:20 | What is an Indirect Rollover? 4:00 | Rollover Rules to Keep in Mind 5:54 | What about Contributions? 6:52 | Learn More about IRA Funding Methods Disclaimer: All IRA investments have risk and investment decisions should be made with the help of an experienced professio...
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