If you’d like to learn more about how you can hold Bitcoin in your retirement portfolio, book a call with one of our Swan IRA specialists today.
An IRA transfer is when you are sending funds from another IRA, like a Traditional, Roth, SIMPLE, SEP, etc. Transfers must be like-for-like. For example, a Roth IRA must transfer to another Roth IRA, and the same with Traditional IRAs. Funds are transferred from your current custodian to Swan. To initiate an IRA transfer, this article explains the process step by step:
How do Transfers into Swan IRA work?
An IRA rollover is when you are sending funds from a separate type of account, not an IRA. These include employer-sponsored 401k’s, 403b’s, or similar retirement accounts. Your 401k (or similar) custodian will send you a check, and you will mail that check to Swan to deposit the funds in your IRA. You can find more information about rollovers here: