Your IRA or 401(k) May Have More Options Than You Think.
Learn how investors can personally direct retirement funds into alternative investments beyond traditional stocks, bonds, and mutual funds.
Rollover to Retire explains how self-directed retirement accounts work, the rollover process, and what to understand before considering alternative investments with retirement capital.
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Take Greater Ownership of Your Retirement Capital.
Most retirement accounts are presented with a relatively narrow menu of traditional investments. But depending on your circumstances and retirement plan, additional options may be available.
Traditional vs Self-Directed
How traditional and self-directed retirement accounts differ in structure and control.
Rollover Process
How IRA and eligible retirement-plan rollovers generally work without tax penalties.
Alternative Asset Types
Types of real, productive assets self-directed retirement accounts may hold.
Custodians & Administrators
The role of custodians and administrators in maintaining compliant account structures.
Rules & Restrictions
Important rules, restrictions, and prohibited transactions to safeguard your capital.
Key Decision Factors
Questions to consider before personally directing retirement capital into alternatives.
Your Retirement Account Is an Account.
Not an Investment.
Many investors associate an IRA or 401(k) with stocks, bonds, mutual funds, and other traditional investments. But the account itself is simply the structure that holds the investments.
Depending on the type of retirement account, plan rules, and individual circumstances, retirement capital may be eligible to hold certain alternative investments through an appropriately structured self-directed account.
Better Decisions Begin With Understanding Your Options.
We believe investors should understand the choices available to them before making investment decisions. Hovis Capital is an alternative investment firm that acquires and finances productive real assets designed to generate growth and durable cash flow for our investment partners.
Some investment partners choose to invest using retirement capital. Rollover to Retire was created to help investors better understand how personally directed retirement accounts work before deciding whether that approach may be appropriate for them.
Relationships Before Opportunities.
If you're already familiar with personally directed retirement investing and would like to learn more about developing a relationship with Hovis Capital, we'd like to get to know you.
Discover What May Be Possible With Your Retirement Capital.
Download Rollover to Retire and learn more about personally directing retirement capital beyond traditional investments.