Multifamily IconInvest Your Retirement Account with Oak Street Assets

You may not know this, but the IRS allows your IRA or old 401(k) account to invest with Oak Street Assets. 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 Oak Street Assets with the tax-advantaged status of your retirement account. By establishing an Advanta IRA you are establishing a self-directed retirement account that allows you to invest in Oak Street Assets.

Self-Directed IRA accounts that can be used

Individual Accounts

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

Employer Accounts

  • Solo 401(k)

For more information about Oak Street Assets Contact:

Tim Fergestad
[email protected]

Let’s Get Started

Open a new account with DocuSign

Contact Larissa Greene with Advanta IRA at 727.754.9963 for assistance on this process.

Schedule a Consultation

Oak Street Assets

Oak Street Assets is a real estate investment company focused on value-add commercial multifamily income properties. We partner with investors to help them create wealth passively. Our goal is creating a special community that generates great results for our residents and investors. We are successful actively working professionals transitioning to passive income.

Oak Street Assets

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