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 top
3. 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’ for your account and click NEXT.
OR
Complete the information as you move through the steps. You will also be asked if you would like to reinvest your distributions in your account or have them sent to your SDIRA.
Lastly, you will need to complete your transaction with your SDIRA. If Alto IRA is your provider, please make sure to click on the ‘Invest With Alto’ button to be directed to sign into your Alto account.
How to fund an alto IRA account?
If you are using a non-Alto SDIRA, select ‘Retirement Account’ on Step 6:
After completing the transaction, wire transfer information will appear. Please contact your SDIRA to confirm their process to fund your investment.
If you have not already, create an account with CalTier.
1. Log into your password-protected account here.
2. Select ‘Offerings‘ at the top
3. 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’ for your account and click NEXT.
OR
Complete the information as you move through the steps. You will also be asked if you would like to reinvest your distributions in your account or have them sent to your SDIRA.
Lastly, you will need to complete your transaction with your SDIRA. If Alto IRA is your provider, please make sure to click on the ‘Invest With Alto’ button to be directed to sign into your Alto account.
How to fund an alto IRA account?
If you are using a non-Alto SDIRA, select ‘Retirement Account’ on Step 6:
After completing the transaction, wire transfer information will appear. Please contact your SDIRA to confirm their process to fund your investment.
NO
You will need to create an account with a plan administrator that allows for investing in funds like ours. CalTier has partnered with ALTO IRA to offer a unique platform that allows you to invest directly from your Self-Directed IRA account into cash-flowing commercial real estate, which can have significant tax advantages.
Open a self-directed IRA account
If you have not already, create an account with CalTier.
1. Log into your password-protected account here.
2. Select ‘Offerings‘ at the top
3. Click on ‘Learn More & Invest‘
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‘:
Please select ‘Alto IRA‘ for your account and click NEXT.
Complete the information as you move through the steps. You will also be asked if you would like to reinvest your distributions in your account or have them sent to Alto. Lastly, you will need to head to your AltoIRA account to complete this transaction on Alto’s end as well, so please make sure to click on the ‘Invest With Alto’ button to be directed to Alto.
You will be directed to Alto IRA to create your account.
You will need to verify your email address and verify your identity. Then you can enable two-factor authentication on your account if you would like.
If not, just click skip.
Select ‘Open Alto IRA‘ on the right-hand side of the first screen, select your IRA type, review the information, and e-sign on the second.
Confirm your information, and then click ‘Create my Alto IRA’, and you’re done and can begin funding your account!
If you want to learn how to fund you Alto account click here.
Open a self-directed IRA account
If you have not already, create an account with CalTier.
1. Log into your password-protected account here.
2. Select ‘Offerings‘ at the top
3. Click on ‘Learn More & Invest‘
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‘:
Please select ‘Alto IRA‘ for your account and click NEXT.
Complete the information as you move through the steps. You will also be asked if you would like to reinvest your distributions in your account or have them sent to Alto. Lastly, you will need to head to your AltoIRA account to complete this transaction on Alto’s end as well, so please make sure to click on the ‘Invest With Alto’ button to be directed to Alto.
You will be directed to Alto IRA to create your account.
You will need to verify your email address and verify your identity. Then you can enable two-factor authentication on your account if you would like.
If not, just click skip.
Select ‘Open Alto IRA‘ on the right-hand side of the first screen, select your IRA type, review the information, and e-sign on the second.
Confirm your information, and then click ‘Create my Alto IRA’, and you’re done and can begin funding your account!
If you want to learn how to fund you Alto account click here.
