How do I do a rollover to an Unchained Capital IRA?

The instructions for rolling over to an Unchained Capital IRA depends on whether the funds are coming from another IRA, as opposed to a retirement plan from an old employer. If the funds are coming from another IRA, you’ll have to provide your old account information to us, and the rollover will be initiated by our banking partner, Solera National Bank, without you needing to take any action. If the funds are coming from a retirement account from an old employer, you will need to initiate the transfer, but we will provide detailed instructions. Either way, this will be a direct transfer from one IRA to the other, without your holding the funds in the middle.

Note: No contents of this post may be relied upon as tax, legal, or financial advice, as they have not been tailored to you and have not been reviewed by any attorney, financial advisor, or tax professional. For any questions related to your own specific situation, please consult with your own attorney, tax professional, and/or licensed financial advisor.