Can I invest using my 401k?
Absolutely! To initiate the process, you must rollover your 401K to a plan administrator that allows investing in funds like ours. As you may know, we partner with Alto IRA, which can help you with this. We highly recommend reading our IRA and 401K Roll Over Process, which has all the information needed if you choose to proceed. Once you take a look at this page, if you need a plan administrator and would like to create an account with our partner Alto, we will be more than happy to forward your request to one of our experts, who can ...
Can I invest with my IRA account?
Yes! We partner with Alto IRA, but we can also work with other IRA’s. If you choose to invest with your own IRA account, any investments will need to be processed with your IRA first, and we will be more than happy to assist you on our end. Check out this video for general information: https://vimeo.com/774020273/6574708bb2
Investing with an IRA
Do you have a Self-Directed IRA (SDIRA)? YES Great! To create an investment, follow the steps below.If you have not already, create an account with CalTier.1. Log into your password-protected account here.2. Select 'Offerings' at the top3. Click on the 'Learn More & Invest'4. Click on 'Invest Now' and enter the amount you would like to invest and click on 'Submit' OR enter the amount on the left side column and click 'CONTINUE':If you are using an Alto IRA account, please select 'Alto IRA' for your account and click NEXT. If you are using a different SDIRA, please select ‘ENTITY’ ...