Turn a 401(k) into note-fund cash flow
Rollovers accepted from Inspira Financial, TD Bank, Edward Jones, and any qualified self-directed custodian.
Your retirement dollars can own the mortgage
A self-directed IRA or Solo 401(k) can hold private-fund positions the same way it holds stocks and bonds. Route the account through a qualified custodian, subscribe to The CEO Fund, and quarterly distributions land back in the retirement wrapper on a tax-deferred basis.
Retirement-account terms
Custodian, transfer, subscription, distribution
Open a self-directed account with Inspira Financial, TD Bank, Edward Jones, or a comparable custodian. Direct a trustee-to-trustee transfer of the existing IRA or 401(k) balance. Complete the fund's Subscription Agreement inside the account. The custodian funds the position on your behalf, and quarterly distributions return to your cash account inside the retirement wrapper.
A pure note-fund position typically avoids Unrelated Business Income Tax. The fund team provides the current UBIT memo before you commit.
Move retirement dollars into first-lien paper
The transfer runs custodian-to-custodian, no early-withdrawal penalty.