Use your IRA or old 401(k) to Invest with Us

You may not realize that your retirement portfolio can be used to invest with private companies like Oak Capital Partners. Unlike retirement accounts held at brokerage firms, an Advanta IRA self-directed account allows you to maintain the tax protection of the retirement vehicle and invest in those assets that you choose.

The following accounts can be used:

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

Are you ready to get started? Contact:

Scott Maurer
800.425.0653, ext. 1123
[email protected]

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

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

About Oak Capital Partners

Oak Capital Partners is a multifamily real estate investment firm looking for value-add opportunities in its core markets. The team is looking to grow its portfolio in Louisville, Kentucky by 500-1000 units over the next year. Please let us know if you have any properties for sale.

For more information about Oak Capital Partners, please contact:

Kevin Dowling
Email: [email protected]

Oak Capital Partners

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