What if I already have an IRA, or a 401k? Can I rollover funds?

Absolutely. Our trusted custodian allows rollovers from most other accounts, and in any situation where you might run into trouble, they’re more than happy to help out. All you have to do is complete a Rollover Form, here. You can find that on the website by going to the Fees and Forms Tab,

a. Rollover Form – To complete a rollover to your account, please click here.
b. Or go to the Fees and Forms Tab, select Forms, and go to the Funding an Account link, and select Rollover, and follow the directions

Updated on: 16/05/2024