Broad Financial
Questions & Answers
Here’s what buyers have asked with answers from Broad Financial staff and previous consumers.
2
questions answered
0%
answered within 1 day
Answer:
Hello Robert! There are no restrictions in this case, but in order to transfer your Self-Directed IRA to an IRA that allows you to invest in stocks, you would need to liquidate or retire any alternative assets before rolling over to a QRP. Another option is that your plan administrator must write a letter saying they accept alternative assets. However, this depends on the type of investments you would be holding at the time.
By Brian B., over a year old
Question:
How long in exististance
Answer:
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