Use Your IRA or Old 401(k) to Invest with Napali Capital

You may not know this, but the IRS allows your IRA or old 401(k) account to invest with Napali Capital. Most IRA custodians (usually banks or brokerage houses) do not service alternative assets. But Advanta IRA does. This affords you the opportunity to combine the investment returns generated by Napali Capital with the tax-advantaged status of your retirement account.

Accounts that can be used

Individual Accounts

  • Traditional IRA
  • Roth IRA
  • HSA – Health Savings Account

Employer Accounts

  • Solo 401(k)
  • SEP IRA
  • SIMPLE IRA

For more information about Napali Capital:
McKensie Ogden
[email protected]
800.485.3116 X 4

Let’s Get Started

Open a new account with Docusign


Contact Scott Maurer to learn more

800.425.0653 X 1123
[email protected]
or you can schedule a free consultation.

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Napali Capital

napaliNapali Capital is real estate investment company that partners with physicians to increase their wealth beyond traditional investment platforms. Our portfolio includes multifamily properties throughout the U.S. which allows us to offer diverse, strategic, tax-incentivized investments to our partners, creating the highest potential for cash flow and sustainable passive income.

Invest with Napali Capital

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