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‘Tax Efficent’.

At first glance, it’s hardly an exciting term is it?! But many CalTier investors are enjoying the tax-efficient benefits that a Self Directed IRA (SDIRA) provides.

What are they?

There are a number of features that many people enjoy with a Self Directed IRA:

  • Diversification – With a Self Directed IRA you can invest in alternative investments like Art, Crypto, Startups and of course Real Estate!
  • Tax Efficiency – Often the gains made within a Self Directed IRA are tax free*
  • Roll Over – You can often ‘roll over’ your IRA, 401(k) and 401(b) funds to maximize retirement gains
  • Speed – You can typically invest right from the SDIRA LLC

With the CalTier Fund you can invest using a Self Directed IRA right from the platform. If you already have a SDIRA just select that option when investing. If not, you can sign up for an Alto IRA when making your investment (we accept funds from any Self Directed IRA).

As always, please feel free to speak with our customer success team if you need assistance.


*Always consult your tax and financial expert before making financial decisions

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  • Diverse Multi-Family Portfolio

  • Open to Non-Accredited Investors

  • $500 Minimum
  • Low Fees*

  • Redemption Flexibility*

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