Covering all questions related to the Swan IRA (rollovers, transfers, disbursements, etc...)
- What is the Swan IRA? How does it work?
- How do Transfers into Swan IRA work?
- How do Rollovers into the Swan IRA work?
- Can I transfer my SEP or Simple IRA account funds to my Swan Traditional IRA?
- My current IRA custodian received the transfer request from Matrix/MG Trust. Who is Matrix/MG Trust?
- How do I transfer my inherited IRA funds into Swan IRA?
- How do I contribute to my Swan IRA?
- Can I convert my Swan Traditional IRA into a Swan Roth IRA?
- How do IRA disbursements from Swan work?
- How do I transfer my Swan IRA funds out to a new IRA custodian?