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 (4+)
See all- Network event9 attendees from 5 groups hostingMega Roth 401(k)s and Roth Conversions: Tax-Savvy Retirement StrategiesLink visible for attendees
Mega Roth? Backdoor Roth? Don’t miss this webinar to learn about two retirement strategies that provide tax-free distributions from your IRA or 401(k) when you retire.
Join Advanta IRA’s Larissa Greene and Corey Daharsh as they delve into how mega Roth 401(k)s work and explain the intricacies and advantages of Roth IRA conversions. Each strategy offers unique benefits to increase your retirement savings and investing capital today, as well as reduce your tax burden in retirement.
You’ll learn practical strategies for:
· Utilizing Roth conversions to optimize your tax position in retirement
· Accelerating your retirement savings through mega Roth 401(k) contributions
· Generating tax-free investment income for retirement
· Navigating key benefits and considerations of both strategiesTake charge of your financial future by understanding how these retirement strategies can augment your overall financial plan to secure the future you desire.
You must register here to receive the webinar link.
- Network event9 attendees from 5 groups hostingSubject to Real Estate Strategies from Courtney FrickeLink visible for attendees
Buying real estate subject to the existing mortgage—aka sub2 real estate—is one of the most creative ways to acquire property in today’s high-rate market.
Most investors want to learn how to buy a property subject to a 2, 3, 4, or even a 5% percent interest rate to make numbers work in this market. This financing might sound like magic, but most people don’t know how to do it properly or safely. It does take serious know-how to do it right.
Join Advanta IRA’s Larissa Greene and seasoned investor Courtney Fricke who will show you how to structure sub2 deals safely and legally, drawing from her own experience building a portfolio with this powerful strategy. She’ll also preview her upcoming subject to masterclass and take your questions about how to put this method into play—smartly.
You must register here to receive the webinar link.
- Network event1 attendee from 5 groups hostingInvesting in Data Centers: The Rise of Digital Real EstateLink visible for attendees
Investing in data centers is quickly becoming one of the most strategic moves in real estate. As demand for digital infrastructure skyrockets, this asset class has the potential to reshape how investors build long-term wealth.
Join Advanta IRA’s Reneika Lightbourne and guest Mike Embry of E-Data Company for an in-depth look at the future of data center development—where sustainability, power efficiency, and location strategy define success in the digital real estate space.
You’ll also learn how to tap into this powerful opportunity to passively invest in data centers with a self-directed IRA.
You must register here to receive the webinar link.
- Network event2 attendees from 5 groups hostingDiscover Smart Strategies for Investing in AI InfrastructureLink visible for attendees
Are you interested in investing in AI infrastructure but aren’t sure where to start? This sector is rapidly growing, but the opportunity to invest in the backbone of artificial intelligence is underexplored.
Join Advanta IRA’s Alex Perny and guest Nikolay Filinchkin of Compute Labs for an in-depth discussion on how you can identify and participate in unique opportunities within AI infrastructure. From investing in physical graphical processor units (GPU) to compute bandwidth, Nikolay will break down accessible strategies for entering this space.
Whether you’re a tech-savvy investor or just curious about the potential of AI, this webinar provides high-level insights in a way that’s easy to understand—designed to help you invest wisely.
You must register here to receive the webinar link.
Past events (359)
See all- Network event4 attendees from 5 groups hostingInvesting in Equity vs. Debt: Which Private Placement Is Right for You?This event has passed