How to Be a 401(k) Investor
What Wall Street Doesn't Want You to Know About Your 401(k)
Webinar Registration for Aug 28th, Thursday at 12pm PST
What You Will Learn
Live Webinar
How a self-directed IRA works and when it makes sense
Discover how self-directed IRAs expand your options beyond Wall Street, giving you the flexibility to invest in real estate, private equity, and other alternative assets. We’ll cover when this strategy makes the most sense based on your financial goals.
The exact steps to move eligible funds from a 401(k) or IRA
We’ll walk you through the rollover process step by step—what accounts are eligible, how to initiate the transfer, and how to avoid unnecessary penalties or delays.
What to expect on timing, fees, and compliance
Get clear expectations on how long the process takes, what typical fees look like, and the compliance rules you need to follow to stay in good standing with the IRS.
How accredited investors use real estate and private deals for passive income and tax advantages
See how experienced investors use alternative investments to diversify, generate steady passive returns, and leverage tax benefits—all without the headaches of being a landlord.
How to Become a 401(k) Investor
What Wall Street doesn’t want you to know about your 401(k)
Leading The New Digital World
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Key Data Points
$14 Trillion
Total Value
That’s the total value sitting in U.S. retirement accounts. Most of it locked into high-fee, limited-choice investments.
Only 2%
Americans
Fewer than 2% of Americans take advantage of self-directed retirement accounts, leaving massive opportunities untapped.
8–12%
Real Estate Funds
Typical targeted returns for private real estate funds, well above the historical average of 6–7% in the stock market. Some real estate funds aim even higher.
100% Control
Self-Directed IRA
With a self-directed IRA, you (not Wall Street) decide where your retirement dollars are invested.
Your retirement deserves more than the status quo.
Meet The Speakers
Proven experts with real-world experience.
Daniel Hack
Founder, Connection Capital
I help high-performing professionals build real wealth through private real estate investments that work for you while you live your life.
After years building businesses, leading sales teams, and navigating high-pressure roles, I saw that the typical path to financial freedom doesn’t work. You shouldn’t need a second job to grow legacy wealth. You need access to the right deals and the right partners who can guide the process.
That’s what we do at Connection Capital.
We’re a private equity firm based in San Diego, making real estate investing simple, strategic, and aligned with your long-term goals. We connect accredited investors to high-yield, professionally managed opportunities in fast-growing markets—without the complexity or guesswork.
Mandy Drysdale
Client Relations, IRA Club
Mandy is a dedicated New Account Specialist and head of our On-Boarding Team at the IRA Club. She leverages her unique blend of educational and financial expertise to guide clients in self-directed retirement planning. With her 12-year background as a high school math teacher and prior career as a financial advisor, her credentials enable her to simplify complex retirement planning concepts, offering clients clear, authentic guidance in reaching their retirement goals with self-directed accounts.
How to Become a 401(k) Investor
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