If I later want to rollover your IRA to a more conventional stock investment IRA, are there any restrictions?

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If I later want to rollover your IRA to a more conventional stock investment IRA, are there any restrictions?

asked by Robert W. on 9/1/22

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Brian B. [Broad Financial Rep] · Answer 1 · 2022-09-08T10:20Z

Brian B. [Broad Financial Rep]

on 9/8/22

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.

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If I later want to rollover your IRA to a more conventional stock investment IRA, are there any restrictions?

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