Tax, SDIRAs & Cost Segregation
Market News & Data
General Info
Real Estate Strategies
Short-Term & Vacation Rental Discussions
presented by

Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Tax, SDIRAs & Cost Segregation
presented by

1031 Exchanges
presented by

Real Estate Classifieds
Reviews & Feedback
Updated over 10 years ago on . Most recent reply

Rolling over 401(k) to SDIRA
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.