What types of IRA accounts are available?

Yes, IBKR supports internal funds or position transfers for IRA accounts with a matching Account Type, Account Title, and tax ID. The IRA accounts need to be the same type of IRA (ie. traditional/traditional or Roth/Roth) in both accounts. 

Request may be submitted within Client Portal:…

REQUEST CONVERSION

Use the button above to request a full or partial conversion…

The employee can transfer into their SIMPLE IRA from a SIMPLE IRA, Traditional IRA, SEP IRA, as well as from employer-sponsored retirement plans (e.g. 401k, 403b, 457 (b)). SIMPLE IRAs cannot accept rollovers from Roth IRAs or Roth designated employer-sponsored plans…

Yes, it is possible to consider a rollover of funds from your retirement plan directly into a Roth IRA. Any amount rolled over is subject to the same rules for converting a traditional IRA into a Roth IRA. Also, the rollover contribution must meet the rollover requirements that apply to the specific type of retirement plan…