It's Easy to Transfer
Equity Trust Transfer IRA Checklist - Easy 3 Step Process to get your retirement funds working smarter for you!Equity Trust Transfer IRA FAQ - Answers to Frequently asked questions regarding self directed IRA transfers from 401k plans and previously established IRAS
Transfer to IRA |
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Traditional IRATransfer your existing Traditional IRA to a self directed Traditional IRA at Equity Trust. Fill out a transfer form and the Traditional IRA application to get started today. |
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Roth IRATransfer your existing Roth IRA to a self directed Roth IRA at Equity Trust. Fill out a transfer form and the Roth IRA application to get started today. |
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Transfer to Small Business Plan |
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Simplified Employee Pension (SEP)Transfer your existing SEP to a self directed SEP at Equity Trust. Fill out a transfer form and the SEP application to get started today. |
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Savings Incentive Match Plan for Employees (SIMPLE)Transfer your existing SEP to a self directed SEP at Equity Trust. Fill out a transfer form and the SEP application to get started today. |
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