Investing in Fidelis through Individual Retirement Accounts (IRAs) or solo 401K Plans

Were you aware that you can invest retirement assets, including an individual retirement account (IRA) or 401(k), in a private fund such as Fidelis? Historically, smart investors have leveraged using retirement and other tax-advantaged accounts to grow their wealth. Investing in Fidelis Private Fund through retirement accounts (IRAs) can offer investors multiple advantages including continued tax efficiency, portfolio diversification, and potentially higher returns.

Fidelis Private Fund works with a number of reputable custodians who establish and manage the relationship with investors. There may be tax implications to such investments. Knowledgeable custodians can guide you in the process.

401(k) retirement accounts offered by employers can also provide opportunities similar to IRAs for investing in Fidelis. 401(k)s are also exempt from a specific type of tax generated from debt-financed income. Therefore it may be more tax efficient to invest through a 401(k) rather than an IRA.

Investing retirement funds into Fidelis Private Fund offers some great opportunities, especially if you are able to keep the money in the fund and benefit from compounding interest.

Below are companies that specialize in self-directed IRAs. It might be worth attempting to network with those companies.

1. 1. Accuplan
   2. American Estate & Trust (AET)
   3. The Entrust Group
   4. Equity Trust Company
   5. Forge Trust
   6. IRA Resources
   7. Pacific Premier Trust
   8. Quest Trust Company

This article is provided for informational purposes only.