Do more with your money!
Many of us currently hold the majority of our investment assets in an Individual Retirement Account (IRA). One of the most common questions we get from prospective investors is "Can I invest in VCLF through my IRA?"
The answer is "ABSOLUTELY...with one qualification."
Because VCLF isn't a licensed, registered security like a stock, bond or mutual fund, you aren't able to invest funds from your traditional IRA account with us. However, setting up a Self-Directed IRA will allow you the freedom to invest your IRA-held assets in alternative investments like the Vermont Community Loan Fund.
If you have questions about whether or not your IRA is eligible to make an investment with the Loan Fund, please contact your financial advisor or IRA custodian.