Funding Your Account
How to move money in: contributions, deposits, transfers, rollovers, and Roth conversions — plus timelines and what to do if funding is delayed.
19 articles
- What Is a Rollover and How Is It Different From a Transfer?
- How to Complete a Check Contribution or Deposit
- How to Initiate a Wire Transfer
- How to Transfer Crypto In-Kind
- How to submit a Deposit Submission form
- How to add funds by transferring an existing IRA
- How to add funds from a linked bank account
- Tax implications of different funding methods
- Funding timelines by method
- How long does a transfer or rollover take?
- Contributions — limits, deadlines, and how to make them
- Transfers — moving funds from another IRA
- Rollovers — moving funds from a 401(k) or employer plan
- Direct vs. indirect rollovers — what's the difference?
- Roth conversions — how they work
- Common funding mistakes and how to avoid them
- The Service Team — your primary contact after funding
- Backdoor Roth contributions and conversions
- What are the options for contributing?