Transform Your 401(k) or IRA: The New Wealth Building Playbook

How to Roll Over Your Retirement Funds and Invest in Real Estate for 20%+ Returns

Discover how to move your retirement savings out of Wall Street's low-yield investments and into real estate opportunities that can potentially triple your returns—all while staying 100% tax and penalty-free.

What Exactly Is a Self-Directed IRA or 401(k)?

It's simple: A Self-Directed IRA or 401(k) is just like your current retirement account, but with one crucial difference—you decide what to invest in.

Most retirement accounts limit you to stocks, bonds, and mutual funds chosen by Wall Street. A Self-Directed account lets you invest in real assets like real estate, which can provide better returns and more stability.

Inside Your Free Playbook

  • Step 1: Understanding 401(k) and IRA Rollovers

    How to move your retirement funds without paying taxes or penalties (even if you're still employed)

  • Step 2: Setting Up Your Self-Directed Account

    Which custodian to use, what paperwork you'll need, and how to avoid costly setup mistakes

  • Step 3: Investing in Real Estate

    How to identify good deals, passive vs. active investing options, and expected returns for different property types

  • Bonus: IRS Compliance Guide

    Critical rules to follow to keep your investments 100% compliant and penalty-free

From The Playbook

"I spent years contributing to my Alaska Airlines 401(k), hoping it would quietly grow and eventually give me enough to retire comfortably. But over time, I started to question the strategy. The returns were fine — not amazing, but OK. If the market behaved, I'd maybe get around a 7–8% return a year, but what bothered me was my lack of control."

"After more than a decade of investing in real estate, starting with flips, rentals, and small multifamily properties, I learned there was a smarter way to grow wealth. It started by moving my retirement money out of Wall Street and into real estate."

"So, I rolled over my 401(k) into a Self-Directed IRA (SDIRA), used it to invest in a boutique hotel deal, and the rest is history. Instead of hoping for a 7% return, I earned 20%+ a year from investments I could understand, track, and control."

- Curt Marker, Founder & CEO of Captain Capital

Get Your Free Copy of the Playbook

Fill out the form to receive your free PDF copy of "The New Wealth Building Playbook" and start taking control of your retirement today.

  • Step-by-step guide to setting up your SDIRA

  • Tax-free rollover instructions

  • Real estate investing strategies that work

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