What we’re about
Advanta IRA Self-Directed IRA Services for Alternative Investments
If you want more control over the growth of your retirement account – a self-directed IRA could be the answer you are searching for. This path allows you to invest in the things you know best. We can help you get started.
This Meetup group is here to share learning opportunities about self-directed IRAs and alternative investing methods. Our goal is to enlighten and empower you to take control of your retirement investments and discover additional paths to financial freedom.
While typical IRA custodians or brokerage firms continue to invest your money in traditional stocks and bonds, self-directed IRAs offer you total control in making your own investment choices. With self-directed IRAs, you gain the freedom to make investments in things you know and understand, at a pace within your own comfort zone.
Self-directed accounts are allowed to hold a myriad of alternative investments like real estate, private lending, LLCs, private equity stock, precious metals, and more, all of which promote crucial diversification in your retirement portfolio. Alternative investments have the potential to build tax-free or tax-deferred wealth in your self-directed IRA, sometimes at a faster pace than traditional investment methods.
We exist to provide quality education and to assist you in the administration of your account.
Upcoming events (3)
See all- Network event2 attendees from 5 groups hostingOne Big Beautiful Bill Act and Real Estate InvestingLink visible for attendees
The recently passed One Big Beautiful Bill Act has many real estate investors wondering how it will affect them—and with good reason. This sweeping legislation introduces important changes that may impact real estate strategies, structures, and returns.
Join Advanta IRA’s Scott Maurer and guest Chris Picciurro, CPA and founder of Integrated Financial Group, for an informative session where they’ll cover:
· The key tax implications of the new legislation for real estate investors
· Strategies to leverage the legislation for maximum financial benefit
· How to make the most of the tax code when investingWhether you're an experienced investor or just getting started, this session will help you understand what the Big Beautiful Bill means for your bottom line—and how to position your portfolio for success.
You must register here to receive the webinar link.
- Network event1 attendee from 5 groups hostingDue Diligence for Private Lending with Jeff WatsonLink visible for attendees
Before you lend money from your self-directed IRA, you must understand the risks and how to minimize them. In this informative webinar, Advanta IRA’s Larissa Greene welcomes real estate attorney and investor Jeff Watson for a discussion on how to perform due diligence on private notes, including vetting the borrowers.
Drawing from his extensive legal experience and investment insight, Jeff will preview key topics from his upcoming Elite Deal Makers class and explain the critical steps of due diligence for IRA-based lending. Whether you’re lending to real estate investors, entrepreneurs, or other borrowers, this session will help you understand how to protect your retirement assets while making smart lending decisions.
In this webinar, you’ll learn:
· The four questions to ask yourself before making a loan
· How to analyze the deal and assess the borrower’s credibility
· What you need to know about the collateral securing the loanWhether you’re lending to real estate investors, entrepreneurs, or other borrowers, this session will help you understand how to protect your retirement assets while making smart lending decisions.
You must register here to receive the webinar link.
- Network event4 attendees from 5 groups hostingMaster the Principles of Value InvestingLink visible for attendees
What if you could learn the timeless principles of value investing as practiced by legends Ben Graham, Charlie Munger, and Warren Buffett?
Don’t miss this webinar with Advanta IRA’s Larissa Greene and guest Jonathan Henrich, an independent Registered Investment Advisor with Mozella Asset Management in St. Petersburg, Florida. They will explore the core principles of value investing—a strategy of identifying undervalued assets that have long-term growth potential.
Jonathan will explain how to value public companies using ratios and comparables and how to apply those valuation frameworks to private companies. He’ll also provide insights into private equity and PIPEs (private investments in public equity) as alternative investments.
This session is packed with resources to deepen your understanding of these strategies and apply these concepts in real-world investing.You must register here to receive the webinar link.
Past events (386)
See all- Network event2 attendees from 5 groups hostingTapping into Bourbon Investments with SDIRAsThis event has passed