Transfer Roth IRA to a SDIRA?

[Samuel Lynch]

Does anyone know how or if it is possible to transfer a Roth IRA to a SDIRA?

If so, who would you recommend using for this type of service?

Doing so would align more with my goals and values. When I began the Roth IRA, I was ignorant to real estate and the things you can do from a SDIRA.

[Carl Fischer]

@Samuel Lynch you can most definitely transfer your Roth IRA to a self directed administrator/custodian. No penalties or taxes or IRS forms are required if you fill out "transfer" paperwork. A Rollover is also possible but definitely try to do the transfer. The IRS allows one rollover per year. A rollover means your existing custodian sends the money to you and you have 60 days to put it in a Roth account. There is also a 1099 form created and provided to the IRS. The Administrator to administrator transfer avoids the reporting and new administrator/custodian gets the money transferred for you from the existing company