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Updated over 10 years ago on . Most recent reply

User Stats

14
Posts
2
Votes
Robbie Pratt
  • Investor
  • Spring, TX
2
Votes |
14
Posts

Rolling over 401(k) to SDIRA

Robbie Pratt
  • Investor
  • Spring, TX
Posted

I work for a Fortune 100 company with a good 401(k) plan. Unfortunately, their "Self-Directed" IRA program is nothing more than the ability to pick your own stocks/bonds. Real estate and other hard asset acquisition is not permitted. My question is can I roll my vested IRA balance over to another brokerage firm that has a true SDIRA or would I have to wait until I leave my current company to do that?

Thanks in advance for any insight to this situation.

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