You can achieve tax advantages, diversification, stable cash flow, and the potential for higher returns when you invest your 401(k) or IRA into a multifamily deal.
By leveraging your retirement savings, you can create a steady stream of passive income and achieve long-term financial stability.
Here’s How to Invest Your 401(k) or Self-Directed IRA with Us:
- Open a Self-Directed IRA or Solo 401(k): A self-directed IRA (SDIRA) allows you to invest in a wider range of assets, including real estate. We’ll help you choose the right account type and guide you through the process of opening a self-directed IRA or Solo 401(k) that allows real estate investments.
- Select or Work with Your Custodian: If you already have a custodian, we’ll collaborate with them to facilitate your investment. If you need one, we’ll help you find and work with a custodian specializing in self-directed retirement accounts.
- Fund Your Account: We’ll assist you in transferring your existing retirement funds into your new self-directed IRA or Solo 401(k) seamlessly and without hassle.
- Identify Investment Opportunities: With our expertise, we’ll help you research and select reputable multifamily funds that align with your financial goals and risk tolerance.
- Execute the Investment: Our team will guide you through the investment process, ensuring your funds are properly allocated to the chosen multifamily deal.
- Ongoing Support and Monitoring: We’ll keep you updated on your investment’s performance and maintain open communication with the fund managers to ensure optimal returns.
At Elevest, we want to partner with you to achieve the returns you need with the investment vehicle of your choice. Let us help you build a future where your money works for you.