Your retirement can do more than sit there.
Not everyone has $50,000 or $100,000 sitting in a bank account. But many people have that much in an old 401(k) or an IRA, parked in funds they never chose and rarely think about. With a self-directed account, those same dollars can own real assets alongside us and keep growing inside the retirement account.
What a self-directed IRA makes possible.
Most retirement money is invested in things you can’t see and didn’t pick. A self-directed account lets you decide, and steward it with intention.
Own something real
Apartment communities where families live, instead of a ticker symbol you’ll never visit.
Invest with your values
Partner with operators who serve residents and communities well, and see where your money goes.
Keep the account working
Cash flow and appreciation stay inside the tax-advantaged account and can be reinvested for the long haul.
You stay in control
Real estate, private funds, and more. You choose, with a real person helping you do it right.
Meet Joel Landon.
Chief Business Development Officer, Heritage IRA
Joel is our primary partner for getting Oak & Vine investors set up. He walks you through opening a self-directed IRA or Solo 401(k), moving funds from your current account, and getting everything ready to invest.
It’s where we send our own investors, and where Nick holds his own self-directed account. You get a real person who already knows how our investments work.
- Roll over a 401(k) from a previous employer into a self-directed IRA
- Move an existing IRA or Roth IRA to a self-directed account
- Open a Solo 401(k) if you’re self-employed
- Invest in alternatives like real estate and private funds, not just stocks and bonds
- Get help at every step from Joel and the Heritage team
Three steps to invest with retirement dollars.
1. Talk with Nick
A 15-minute call to see whether a current opportunity fits your goals and your retirement timeline.
2. Get set up with Joel
Start your Heritage IRA application. Joel helps you open the account and move funds from your existing 401(k) or IRA.
3. Invest from the account
Your self-directed account invests in the deal. Distributions flow back into the account, not to you personally.
Opportunities are open to accredited investors, and to non-accredited investors with a prior relationship with Oak & Vine Capital where the offering allows. Heritage IRA is a separate company and does not provide tax, legal, or investment advice. Retirement-account rules are complex. Talk with your tax advisor before moving retirement funds.
Learn how it works first.
Get Nick’s free passive investing email series: how syndications work, how investors get paid, and how retirement dollars fit in.
Put your retirement dollars to work.
Bring your account details to a 15-minute call. We’ll walk through whether a self-directed account makes sense for you.
Or email nick@oakandvinecapital.com