Use your Retirement Funds to Invest with Us

You may not realize that you can use your IRA or old 401(k) account to invest with Vertical Fund Management. Most brokerage firms and IRA custodians will not hold real estate in your account with them, but by using an Advanta IRA self-directed IRA, you can preserve the tax-protected status of your retirement funds and take advantage of investing in one of our offerings. The gains from your investment with us will accrue tax-free through your IRA, and using this type of account will help you unlock additional capital to place in one of our investments.

The following accounts can be used:

  • Traditional or Roth IRA
  • Former employer’s 401(k) or any employer’s plan (403b, 457, TSP, etc)
  • SEP or SIMPLE IRA

Are you ready to get started? Contact:

Larissa Greene
800.425.0653, ext. 1140
[email protected]

You can also complete the request for a free consultation or click on the link below to open your account online.
OPEN YOUR ACCOUNT

Schedule a Consultation to learn how to use your IRA to invest

About JWB Real Estate Capital, LLC

At JWB Real Estate Capital blah, blah, blah…  we are committed to facilitating the transformation of real estate and the communities that real estate impacts, by, with and through our real estate investors and capital investors. We are changing the face of investing by focusing on our four social vertical challenges—Sustainable Challenge, Conservational Challenge, Technological Challenge and Veteran Challenge. By investing into projects that address these social challenges, we hope to impact and effect dramatic change within our veteran community

JWB Real Estate Capital

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