Can I Rollover or Transfer My Existing Retirement Account to a Self-Directed IRA?

I have a 401(k) account with a former employer.

Yes, you can rollover to a self directed IRA. If it is a Traditional 401(k), it will be a self-directed IRA. If it is a Roth 401(k), it will be a self-directed Roth IRA.

Link to Open an Account

Link to Rollover Form

I have a 403(b) account with a former employer

Yes, you can rollover to a Traditional Self-Directed IRA.

Link to Open a Traditional IRA 

Link to Rollover Form

I have a Traditional IRA with a bank or brokerage.

Yes, you can transfer to a Self-Directed Traditional IRA.

Link to Open a Traditional IRA

Link to Transfer Form

I have a Roth IRA with a bank or brokerage.

Yes, you can transfer to a Self-Directed Roth IRA.

Link to Open a Roth IRA

Link to Transfer Form

I don’t have any retirement accounts but want to establish a new self-directed IRA.

Yes, you can establish a new Traditional or Roth Self-Directed IRA, and can make new contributions according to the contribution limits and rules found in IRS Publication 590-A.

Link to Contribution

I have a 401(k) or other company plan with a current employer.