Can I roll over my IRA into a Swell IRA?

Yes you can. However, if you are simply moving your IRA from another financial institution to Swell, and you do not need to use the funds, you should consider transferring the account rather than rolling it over. A transfer is non-reportable and can be done an unlimited number of times during any period -- whereas you can only process one IRA-to-IRA indirect rollover per year.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request
Submit a request