Transfer your holdings to a SoFi self-directed IRA: your holdings will move over as-is, but you will be responsible for managing them on an ongoing basis. Please call us at 855-525-7634 if you are interested in this option.
Transfer your holdings to an IRA with another firm: you would decide where to move your money and how it would be invested
If you have an individual taxable account, you have two options:
Transfer your holdings to a SoFi self-directed taxable account: your holdings will move over as-is so no taxes will be triggered, but you will be responsible for managing them on an ongoing basis. Please call us at 855-525-7634 if you are interested in this option.
Transfer your holdings to a self-directed taxable account with another firm: you would decide where to move your money and holdings would be transferred in kind without triggering taxes, but you would be responsible for managing them on an ongoing basis
If you have a joint taxable account, you can transfer your holdings to a self-directed taxable account with another firm. You would decide where to move your money and holdings would be transferred in kind without triggering taxes, but you would be responsible for managing them on an ongoing basis.
The deadline to transfer your holdings is included in the email detailing the process that you received. If you do not have access to that email please call 855-525-7634.