Can I invest in Baron Funds through a retirement account?

Asked 2 years ago
Yes, investors can generally allocate assets to Baron Funds through retirement accounts such as Individual Retirement Accounts (IRAs) and 401(k) plans, provided that the retirement account allows for the inclusion of mutual funds. Baron Funds typically offer various mutual fund options that can be included in these accounts, allowing investors to take advantage of tax-deferred growth or tax-free growth in certain instances. However, it is essential for individuals to verify with their specific retirement account provider whether Baron Funds are available within their plan. Furthermore, individuals should ensure they understand the investment options available and consider their long-term financial goals and risk tolerance before making an investment decision. For more detailed information on specific funds or investment options, it may be helpful to check baronfunds.com or reference the account provider's guidelines on eligible investment choices.
Jeff Whelpley is the editor / author responsible for this content.
Answered Jul 1, 2025

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