Moving money to a self-directed account

Moving money to a self-directed account

What types of accounts or plans can be rolled over to one or more self directed accounts?

The following accounts or plans can be rolled over to one or more self-directed IRA/401(k)s accounts:

  • Roth IRAs
  • SEP IRAs
  • 401(k)s
  • 403(b)s
  • Simple
  • Coverdell Educational Savings Accounts
  • Health Savings Accounts

In addition, under certain rules, you may choose to combine discretionary money with self-directed IRA/401(k) funds in the same investment, as long as the funding occurs simultaneously on the same date.

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