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Updated almost 9 years ago on . Most recent reply presented by

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35
Posts
17
Votes
Sandra PIrtle
  • Investor
  • Honolulu, HI
17
Votes |
35
Posts

Rolling over 401k and traditional IRAs into SDIRA

Sandra PIrtle
  • Investor
  • Honolulu, HI
Posted

I have already converted one IRA into a SDIRA for real estate investment. Once I retire, I will have control over an IRAP (IRA as part of a union pension plan) and a 401K.

I have spoken to the union's plans administrator, and he says that I will be free to roll over both accounts as soon as my retirement is finalized. 

My account manager at the custodian of my SDIRA said that I can roll both accounts over into the existing SDIRA.

It seems that it would be simpler for me to manage my real-estate portfolio, if it were not scattered around. (I already have properties purchased outside of the SDIRA).

Would there be any advantage in keeping the accounts separate? 

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