Easily Transfer Your IRA or 401k Account to Roots
Published on August 15, 2024
Are you looking to diversify your retirement portfolio with real estate investments?
Roots Operations Manager, Stephen Ewing and the Next Generation team have joined forces to bring you an informative webinar that shows you exactly how to transfer your IRA or 401(k) to Roots—the only real estate fund that creates wealth for both its investors and renters. This exclusive educational session provides a step-by-step guide to making this transition seamless.
What You’ll Learn:
- Self-Directed IRA Basics: Understand what a Self-Directed IRA (SDIRA) is and why it offers unparalleled flexibility for your investment strategies.
- Eligible Plans: Discover which retirement plans can be self-directed, opening more opportunities for you to invest in real estate and other nontraditional assets.
- Funding Your SDIRA: Explore the various ways to fund your SDIRA, from direct rollovers to contributions, and learn how to get started.
- Investment Opportunities: Learn about the different types of investments available within a Self-Directed IRA, including how to invest in Roots’ unique real estate fund.
- Setup Process and Timeline: Get a clear understanding of how to set up your SDIRA with Next Generation and transfer your existing IRA or 401(k) to Roots, including key milestones and timelines.
Ready to Take the Next Step? Fill out our form to watch this webinar now and take control of your financial future today.
