Learn what an IRA rollover is, the difference between a direct and indirect rollover, and why you may want to perform one; all in about a minute.
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About IRA Financial:

IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions.

IRA Financial Group is a retirement account facilitator, document filing, and do-it yourself document service, not a law firm. IRA Financial Group does not provide legal services. No attorney-client relationship exists between Client and IRA Financial Group, its management, salespersons or IFG’s in-house legal counsel. IRA Financial Group provides IRA retirement facilitation service and CANNOT provide Client with legal, investment, or financial advice. Prior to making any investment decisions, please consult with the appropriate legal, tax, and investment professionals for advice.

IFG is not engaged in rendering legal, accounting or other professional services. If legal advice or other professional assistance is required, the services of a competent professional person should be sought. (From a Declaration of Principles jointly adopted by a Committee of the American Bar Association & a Committee of Publishers and Associations.). The scope of Professional Services does not include the costs of any custodian related services.

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When it comes to retirement planning, the individual retirement account (IRA) is a popular option for many individuals. An IRA rollover is the process of transferring funds from one IRA to another. The process can be confusing and time consuming, but with the right information it can be done in 60 seconds or less.

The first step in the IRA rollover process is to decide which type of IRA you would like to rollover. There are two main types of IRAs: Traditional and Roth. Traditional IRAs offer tax-deferred growth of investments, while Roth IRAs offer tax-free growth of investments. Depending on your financial goals and retirement plans, you should choose the type of IRA that best fits your needs.

Once you have decided which type of IRA you would like to rollover, you will need to contact the financial institution that holds your current IRA and request a transfer form. Fill out the form with your new IRA information and submit it to the financial institution.

Once the financial institution has received the transfer form, they will begin the process of transferring the funds from your current IRA to your new IRA. Depending on the financial institution, the process can take anywhere from a few days to a few weeks.

Once the funds have been transferred, you will need to contact the financial institution that holds your new IRA and inform them of the transfer. This will ensure that the funds are properly credited to your new IRA.

The process of rolling over an IRA can seem complicated, but with the right information it can be done in 60 seconds or less. By following the steps outlined above, you can easily and quickly transfer funds from one IRA to another. This will help you to better manage your retirement funds and achieve your financial goals.