The IRS allows your IRA or old 401(k) to invest with Seven Peak Capital through a self-directed IRA. Preserve your retirement funds' tax-advantaged status while accessing private real estate and private credit opportunities normally reserved for high-net-worth investors.
Most retirement accounts default to publicly-traded stocks and bonds. The IRS, however, permits a much broader universe of investments inside qualified retirement accounts — including private real estate and private credit — through a structure called a self-directed IRA (SDIRA). Capital invested through an SDIRA continues to grow tax-deferred (or tax-free in a Roth), while gaining exposure to asset classes typically reserved for high-net-worth investors.
Contact Advanta IRA to open a self-directed account. Their team assists with transferring funds from your current IRA, old 401(k), or other qualified retirement account.
Obtain investment documents from Seven Peak Capital and work with your Advanta IRA Account Manager to complete the paperwork in the name of your IRA.
Review and approve the completed documents. Your Advanta IRA Account Manager signs on behalf of your IRA and funds the investment.
Seven Peak Capital partners with Advanta IRA, a leading self-directed IRA custodian, to give our investors a seamless path to invest with retirement capital. Advanta's team has helped thousands of investors place IRA assets into private real estate, private credit, and other alternatives.
Start by connecting with Advanta IRA to open your self-directed account. If you'd prefer to discuss the investment side first, schedule a call with the Seven Peak principals.