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

If you are looking to invest with us at Harborside Partners, one avenue you may not be aware of is the ability to use your IRA or old 401(k) account to make the investment. Most brokerage firms and IRA custodians will not hold this asset in your account with them, but by using a self-directed IRA, you can preserve the tax-protected status of your retirement funds and take advantage of investing in one of our offerings. The gains from your investment with Harborside Partners will accrue tax-free through your IRA, and using this type of account will help you unlock additional capital to place in one of our investments.

The following accounts can be used:

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

Are you ready to get started? Contact:

Scott Maurer
800.425.0653, ext. 1123
SMaurer@AdvantaIRA.com

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

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

About Harborside Partners

Harborside Partners is a private equity real estate investment firm. Since their founding in 2016, they have been focused on identifying and acquiring, well-located, value-add, multi-family and commercial properties through syndication of equity and limited partnerships. Following acquisition, value-creating strategies are implemented; providing consistent cash flow, equity upside and strong downside protection for their investment partners.

For more information on Harborside Partners, please contact:
561.270.0010

Harborside Partners

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