---

Posted by Ellis on August 30, 2003 at 17:55:28:

In Reply to: ***A.S.A.P***Note buying w/ Self Directed IRA posted by shannon on August 30, 2003 at 14:48:37:

Shannon,
I have done this several times.
Here are the steps:
Open up a IRA rollover account at a either Entrust Administration (www.iraplus.com) or mid ohio securites(www.midoh.com). Next, notify your old 401k plan administrator that you want to do a rollover NOT A DISTRIBUTION. They will need the name & account number of your rollover acct. Also, if your $6k is invested at the 401k, it helps to liquidate it to cash or money market "before" you do the transfer.

In many cases all you need to do is to have the new Trustee handle the rollover for you. They will send you the necessary froms.

Follow Ups:

---

Post a Followup

Name    : 
E-Mail  : 
Subject : 

Comments:


 

---

[ Follow Ups ] [ Post Followup ] [ Cash Flow Forum ]

WWWBoard 2.0a and WWWAdmin 2.0a © 1997, All Rights Reserved.
Matt Wright and DBasics Software Company