Rollover Individual Retirement Accounts to One Self-Directed IRA at

Do you want to rollover individual retirement accounts to one self-directed IRA? can help you combine multiple retirement accounts into a single, self-directed IRA. Eligible accounts include:

  • Roth & Traditional IRAs
  • Simplified Employee Pension (SEP) plans
  • Employer-sponsored retirement accounts

individual retirement account

Your status at your company, as well as the balance and current investments in your individual retirement accounts, may affect your IRA conversion eligibility.

  1. Ensure rollover/transfer/conversion eligibility for the account(s) in question by calling your retirement account provider(s) or by reaching out to Janguard, Inc. directly at 800.571.6341.
  2. Complete an IRA transfer/rollover form for each account that you wish to combine into your new self-directed IRA.
  3. If you are combining accounts from multiple custodians into a self-directed IRA that is held by a custodian of whom you are not already a client, you’ll need to fill out a Self-Directed IRA application.

Between one and six weeks (timing varies based on the custodians involved), your new self-directed IRA will be opened and funded. You can select any number of investments offered by your new IRA custodian, and in some cases, you might be able to retain investments from previous custodians.

Your Janguard IRA transfer adviser can help you with the IRA transfer paperwork at no charge, but your custodians might charge you investment liquidation and/or account closure fees.

To rollover individual retirement accounts and secure your independence with one self-directed IRA, call Janguard today at 800.571.6341 or visit for your free IRA transfer starter kit.


Get Free IRA Market Updates from Janguard, Inc.

It’s easy to get free IRA market updates from Janguard, Inc. by visiting today. Janguard never sends spammy emails, and will only send you free IRA market updates when the company has valuable information to impart to investors.

shutterstock_228033172Is your IRA invested in one or more of the following?

  • Precious Metals
  • Money Markets
  • Mutual Funds
  • Real Estate
  • Annuities
  • An LLC
  • Stocks
  • Bonds
  • CDs

If so, why not take advantage of the free IRA market updates provided on an as-needed basis from Janguard’s award-winning IRA Research Department?

To choose which free IRA market updates you’d like to receive, log on to and scroll halfway down the home page. On the right side of the page, you’ll see a blue box entitled “Get Free Market Updates.” Enter your email address to get regular updates on various IRA investments and the latest news on changes in U.S. retirement account laws.

You’ll also get unfettered access to a non-commissioned IRA adviser, and you’ll be the first to know about Janguard’s exclusive offers and special IRA transfer discounts. You’ll never get more than four emails per month, and you can unsubscribe at any time. Call us today at 800.571.6341 for a no-obligation IRA portfolio evaluation.

How to Transfer an IRA While Overseas

Do you need to transfer an IRA but you live or work overseas? Moving an IRA while overseas is easier than you might think. Follow these steps to complete your IRA transfer from another country:

  1. Contact your current IRA custodian and let the representative know that you’re How to transfer an IRA while overseasplanning to transfer your IRA. If you’re unable to make outgoing calls to U.S. telephone numbers, then email your IRA broker; most IRA companies are able to make international calls. If you don’t have easy access to a telephone, then you can ask for the IRA transfer forms and instructions to be sent via email or fax.
  2. Complete the IRA transfer forms as instructed. In most cases, investors must also fill out an IRA application when moving funds to a new account.
  3. Submit your completed IRA transfer forms as instructed. Your IRA custodian might allow you to fax, or scan and email, the completed documents. In some cases, however, IRA providers require “wet ink” – meaning you’ll need to send the original documents to the United States. Ask your IRA provider to help you mail the documents securely.
  4. Investors who live or work overseas, such as retirees and military contractors, are usually given leeway by their IRA custodians when it comes to making investment decisions. When your IRA transfer is complete, you can direct your broker via telephone or email.

Recommended Read: How A Janguard IRA Transfer Can Impact Your Wealth & Help You Secure Your Independence

Do you live and/or work overseas, and have an IRA with one of the following retirement account providers?

  • Fidelity
  • Merrill Lynch
  • Morgan Stanley
  • Scottrade
  • TD Ameritrade
  • Vanguard

These and other IRA providers are no longer servicing accounts for individuals who live outside the United States, except in special circumstances. If you want or need to transfer your IRA and you’re currently overseas, you can call Janguard, Inc. at 800.571.6351 for free help and speak with a non-commissioned IRA transfer adviser for IRA transfer process.

Best IRA Transfer Options for Recent Retirees

Investors often transfer their IRAs on, or close to, the date of their retirement. Whether you expect to earn more income in retirement or less, here are the best IRA transfer options for recent retirees.


Precious MetalsPrecious Metals

If you believe that your spending power could be destroyed by inflation in the coming years, then you might want to invest in gold and silver. Precious metals have a history of increasing in value when fiat currents become overprinted. However, precious metal investments only result in profit or loss when sold; physical gold and silver don’t accrue interest or pay dividends.


The stock market can be tricky, especially when interest Stocksrates are on the rise. The Federal Reserve has hinted that it could raise interest rates as early as June, but if you expect to make more money after you retire than you do now, then you might want to try your hand at stocks. Other investors prefer to invest in “baskets” of stocks, also known as mutual funds.

Certificates of Deposit (CDs)certificate-of-deposit-savings

If you don’t want to play the stock market, then you might want to invest in CDs that pay a small amount of interest over a specific period of time, usually from six months to five years. CDs are often recommended for conservative investors, but they do involve risks – dollar devaluation, the failure of the bank that issued the CD and the bankruptcy of the FDIC.

Recommeded Read: 10 Best IRA Investment Options 2015 from

Speak with one of Janguard’s non-commissioned advisers today to find out what the best IRA transfer options are for you. Call Janguard at 800.571.6341 for a free evaluation or visit to get a free copy of Janguard’s latest special report, IRA Success for Retirees.

Who is eligible for a Simplified Employee Pension (SEP) Plan?

A Simplified Employee Pension Plan, also known as a SEP IRA, is a qualified retirement account offered to employees by their respective employers.

sep ira eligibility requirements Employer SEP IRA Eligibility Requirements

Any legitimate employer is eligible to start a Simplified Employee Pension Plan for its employees, including:

  • C-Corporations
  • LLCs
  • S-Corporations
  • Non-Profit Organizations
  • Partnerships
  • Sole Proprietorships

Employees of a business, who are not also owners of the business, are not eligible to start their own Simplified Employee Pension, but they can establish a Traditional IRA, to which employers can make SEP contributions.

Employee SEP IRA Eligibility Requirements

Employee SEP IRA eligibility can be determined by a few simple questions:

  1. Is the employee aged 21 or more?
  2. Has the employee worked for the business in at least 3 of the previous 5 years?
  3. Did the employee receive at least $600 in compensation this year?

Employers may elect to make eligibility requirements more lenient, but not more strict. If an employer offers a SEP to one employee, then it must offer it to all employees based on the same requirements.

Exceptions & Addendums

Employers have the option of excluding union employees and non-resident aliens with no U.S.-based compensation.

Employees are not allowed to calculate more than $255,000 in income when determining their SEP IRA contribution.

If an employee doesn’t want to establish an IRA, the employer may make contributions on the employee’s behalf.


If you would like to know more about  for your company, or opening a SEP IRA as an employee, call 800.571.6341 now to get started.

How to Win a Free IRA Transfer from Janguard

You can win a free IRA transfer or rollover from Janguard, Inc. ( this month by going to Janguard’s Facebook page and clicking the page’s “Like” button. One eligible investor who “likes” the Janguard Facebook page could have their IRA transfer fees and first-year account fees covered by Janguard.


To be eligible for a free IRA transfer from Janguard, you must currently have one of the following:

  • Roth, SEP, SIMPLE or Traditional IRA
  • 401, 403, 457 or TSP account from a former employer
  • 401 or TSP account from a company you own

Eligible participants must “Like” Janguard’s Facebook page between April 1 and April 30, 2015. The winner will be chosen at random from the pool of individuals who “Like” the page between those dates, and will be notified via Facebook on or before May 31, 2015. The winner has 30 days to respond to Janguard’s message with their full name, telephone number and email address, and the winner’s IRA transfer paperwork should be submitted on or before June 30, 2015 to take advantage of the offer.

Not all IRA custodians or IRA investments are eligible for participation in the Janguard free IRA transfer. Some restrictions may apply. For more information, call Janguard on 800.571.6341 now.

Propel Your IRA’s Value with IRA Transfer Success 101 Today

Are you brand new to retirement account investing? Do you have an IRA but aren’t really sure how to optimize it for today’s economic climate? Why haven’t you transferred your old 401(k) away from your previous employer and into a self-directed Traditional or Roth IRA? If your IRA investing knowledge is lacking, there is hope. Janguard, Inc. is offering household investors and IRA custodians free copies of its newest publication, IRA Transfer Success 101.

IRA Transfer Success 101 shows you how to make the most of your retirement account money by outlining strategies and tactics used by the world’s most successful IRA investors as well as up-to-date IRA information from the Internal Revenue Service (IRS) and Janguard’s expert team of IRA transfer advisers. In IRA Transfer Success 101 you’ll discover:

● the top 10 IRA investment options for 2015

● how to use interest rate cycles to make money no matter how much inflation there is

● why the U.S. government’s ballooning federal debt isn’t sustainable and more!

Janguard IRA success

For a limited time, you can obtain your free copy of IRA Transfer Success 101 exclusively from Janguard by visiting our website and filling out the IRA transfer information form on the right side of the page. You’ll instantly be rewarded with the electronic version of the brochure, which is designed to give busy investors an edge when diversifying their retirement accounts.

You’ll then receive a courtesy call from a non-commission Janguard IRA transfer adviser, whose job it is to get you more free information and answer any questions you might have about IRA investing in these tumultuous financial times. If you would like to speak with someone now,simply call Janguard at 800.571.6341 and discover how easy it is to secure your independence with a self-directed IRA.

Recommended Read: