Direct Rollover

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A distribution of funds from one qualified retirement plan to another without the plan owner taking possession of the funds. A rollover can be done without penalty and does not create a taxable event.

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Call Us Nationwide (239) 333-1032

Please mail all documents to: Midland IRA, Inc., PO Box 07520, Fort Myers, FL 33919

MIDLAND TRUST COMPANY, NOR ITS AFFILIATES OR SUBSIDIARIES (COLLECTIVELY REFERRED TO AS "MIDLAND"), IS NOT A FIDUCIARY: Midland’s role as the Custodian and/or Administrator of self-directed retirement accounts is non-discretionary and/or administrative in nature. The account holder or his/her authorized representative must direct all investment transactions and choose the investment(s) for the account, and is responsible for conducting his/her own due diligence. Midland has no responsibility or involvement in selecting or evaluating any investment and does not conduct any due diligence on any investment. Nothing contained herein shall be construed as investment, legal, tax, or financial advice or as a guarantee, endorsement, or certification of any investments.

Direct Rollover

Call Us Nationwide (239) 333-1032

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