Take Control of Your Retirement
For many Americans, retirement isn’t feeling as secure as it once did.
Recent data paints a concerning picture:
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Nearly 80% of older households in the U.S. are financially struggling or at risk as they age.
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More than half of Americans say they don’t have enough retirement savings to last their lifetime.
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61% of people age 50+ worry they won’t have enough saved to retire comfortably.
At Connect Invest, we hear a consistent theme from clients who are approaching or already in retirement:
“I want my retirement dollars working harder — with more control, flexibility, and predictability.”
That’s exactly why we’ve made it easier to invest retirement funds through Connect Invest using a Self-Directed IRA.
A Smarter Way to Put Retirement Dollars to Work
Traditional retirement accounts often limit investors to stocks, bonds, and mutual funds. While those options can play a role, they also expose retirement savings to market volatility and uncertainty.
A Self-Directed IRA allows investors to expand beyond traditional assets and allocate retirement funds into alternative investments — including real estate-backed income opportunities.
Through Connect Invest, retirement dollars can be invested into fixed-income notes backed by real estate, creating predictable cash flow while maintaining the tax advantages of an IRA.
What’s New at Connect Invest
Connect Invest has streamlined the process so investors can more easily use retirement funds:
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Set up a Self-Directed IRA and roll funds from an old 401(k) or IRA directly into your Connect Wallet
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Work with trusted custodian partners, Directed IRA and Preferred Trust, for tax-deferred or tax-free growth
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Already have a Self-Directed IRA? You can begin investing right away
All while earning fixed returns backed by real estate — on your terms.
Client Experiences
Many clients have already taken this step and are seeing the difference it makes in their retirement planning.
“Rolling over my old 401(k) was easier than I expected. Now my retirement dollars are producing steady income every month.”
— Jennifer L., Small Business Owner
“With Connect Invest, I finally feel in control of my retirement. Laddering my IRA funds gives me flexibility and confidence I never had before.”
— David R., Retiree
“I invested my Self-Directed IRA into real estate-backed Notes with Connect Invest. The process was simple, the tax advantages are significant, and I have peace of mind knowing my money isn’t tied to daily market swings.”
— Carlos M., Consultant
How to Get Started
If you’re ready to take a more active role in your retirement strategy, here’s how to begin:
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Open a Self-Directed IRA with one of Connect Invest’s custodian partners
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Roll over funds from an existing 401(k) or IRA
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Begin building consistent, real estate-backed returns
Our team is available to answer questions and guide you through the process.
Self-Directed IRA FAQs
What is a Self-Directed IRA?
A Self-Directed IRA (SDIRA) is a retirement account that allows you to invest beyond traditional stocks and bonds. It offers access to alternative assets such as real estate, private companies, promissory notes, and more — while retaining IRA tax advantages.
Can I roll over my old 401(k) or IRA?
Yes. Funds from an existing IRA or 401(k) can typically be transferred or rolled over into a Self-Directed IRA without triggering taxes or penalties when done correctly. Always confirm details with your custodian.
What types of investments can I hold?
Self-Directed IRAs can hold a wide range of assets, including:
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Real estate
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Private businesses and funds
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Promissory notes
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Precious metals
Many Connect Invest clients use their SDIRA to invest in real estate-backed Notes for predictable income.
Are there any restrictions?
Yes. The IRS restricts certain assets (such as collectibles and life insurance) and prohibits transactions with “disqualified persons,” including yourself, your spouse, parents, or children.
How do I open a Self-Directed IRA?
The process typically involves:
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Choosing a custodian (such as Directed IRA or Preferred Trust)
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Opening your account
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Funding it through a rollover, transfer, or contribution
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Selecting your investment
Will I pay taxes or penalties when moving funds?
Proper rollovers and transfers are generally tax-free. Your custodian can help ensure the correct process is followed.
Can I have more than one Self-Directed IRA?
Yes, though total annual contribution limits apply across all IRAs.
Is a Self-Directed IRA right for me?
A Self-Directed IRA may be a good fit if you want greater control, diversification, and access to alternative assets like real estate. Investors who prefer only traditional market investments may opt to stay with a standard brokerage IRA.
Retirement — On Your Terms
With Connect Invest, retirement investors now have a way to earn fixed returns backed by real estate while maintaining control and clarity.
If you have questions or want help exploring your options, our team is here to support you every step of the way.