Yes, you can invest in the Roots Fund using capital from an IRA or 401(k), but the process is slightly different from a traditional investment.
When choosing to invest through a retirement account, the funds must be routed through a Self-Directed IRA (SDIRA) custodian—a firm that specializes in alternative investments like real estate. These custodians are essential in ensuring your investment complies with IRS regulations, allowing your retirement account to maintain its taxation status.
Because of this added regulatory oversight, the investment process includes a few extra steps. That’s why we ask all IRA or 401(k) investors to meet with us personally before moving forward. This gives us a chance to walk through the process with you, answer any questions, and ensure everything is set up correctly from the start.
To schedule a Zoom call with our team, please use the following link.