If I later want to rollover your IRA to a more conventional stock investment IRA, are there any restrictions?

Question

Broad Financial Questions & Answers

0 reviews

3 questions & answers

Ask a question See all questions

If I later want to rollover your IRA to a more conventional stock investment IRA, are there any restrictions?

asked by Robert W. on 9/1/22

1 Answer

Add your answer

Ask a question

Get answers from the Broad Financial staff and other customers.

Brian B. [Broad Financial Rep] · Answer 1 · 2022-09-08T10:20Z

Brian B. [Broad Financial Rep]

on 9/8/22

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.

Helpful (0)

Broad Financial Questions & Answers

If I later want to rollover your IRA to a more conventional stock investment IRA, are there any restrictions?

Add your answer

More questions about Broad Financial

Ask a question