https://www.youtube.com/watch?v=8M7nMozbUm0

How to Fund a Self-Directed IRA (or investment account)

1. Rollover
2. Transfer
3. Contribution
4. Roth Conversion
   1. Take money from tax deferred Traditional IRA and move it into Roth IRA. In this case you would pay the taxes on conversion now so you don’t have to pay them when you take the money out in retirement.
   2. Pay taxes on the seed rather than on the crop

How To Do This

Must call your current provider and Initiate a Direct Rollover. You don’t want to initiate an event that would trigger an IRS taxable event. Don’t make it payable to you. That would make it a taxable event.

Difference between a transfer and a rollover. Rollover you are calling the plan administrator, they are writing a check. With a transfer, you are filling out an account transfer form. Then ET will send to the request to plan provider.