One thought on “Why You May Want to Bring Dividend Stocks into Your Self-Directed IRA

  1. Good morning/afternoon,

    I hope you’re having a good day, as well as answer some of my questions.

    1. Do I invest the Dividend stock directly from the Self Directed IRA Custodian/Trust, or would I have to transfer into a separate company like Fidelity/TD Ameritrade? Would I be penalized/taxed if I moved it to the separate financial company or does it vary?

    2. How would I be taxed from the Dividend Stock if I wanted to take money out on a monthly basis?

    3. Is there a waiting time to utilize the funds after the transfer to the Self Directed IRA is complete?

    Thank you in advance for your assistance.

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