About us
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
5
- Network event
Equity vs. Debt Investments in a Self-Directed IRA: The Right Balance
·OnlineOnline3 attendees from 5 groupsUnderstanding equity vs. debt investments inside a self-directed IRA is the difference between a portfolio built on strategy and one built on guesswork.
In this informative webinar, Advanta IRA's Owen Lynn is joined by passive investing expert Whitney Elkins-Hutten of PassiveInvesting.com to talk about exactly how debt and equity function within a self-directed IRA, and how each impacts your income, growth, and risk profile.
You'll discover why so many investors unknowingly place risk in the wrong areas, how that misalignment hurts performance when markets shift, and a practical framework for evaluating deals, structuring investments, and allocating across both asset types.
Whether you're newer to self-directed investing or refining an existing strategy, this webinar gives you the clarity to build a more intentional, resilient IRA portfolio in 2026.
Register today to attend live or receive the replay.You must register here to receve the webinar link.
2 attendees from this group - Network event
Private Note Investing in an IRA: What Every Investor Should Know
·OnlineOnline3 attendees from 5 groupsDid you know your self-directed IRA can hold private notes and generate returns outside the stock market? Private note investing is one of the most flexible strategies available to self-directed IRA investors, yet it is often one of the least understood.
In this webinar, Advanta IRA's Owen Lynn and guest Jeremy Adrian, Co-Founder of Crown Capital Resources, will explain the fundamentals of investing in private notes. They’ll cover common deal structures, potential risks and rewards, and the due diligence considerations every investor should know before entering a deal.
You'll also learn how to use self-directed IRAs to hold private notes and other alternative investments, which gives your retirement portfolio access to opportunities most investors never consider.If you're looking to diversify beyond traditional assets and put your IRA to work in 2026, this session is your starting point.
You must register here to receive the webinar link.
1 attendee from this group - Network event
Investing in Senior Living Facilities: Opportunities, Challenges, & Trends
·OnlineOnline9 attendees from 5 groupsSenior housing is an expanding industry as the average age in the U.S. continues to rise. As a result, more individuals are seeking senior living facilities as they move into their 70s and 80s. This is creating growing demand and new opportunities for individuals interested in investing in senior living facilities.
In this webinar, Dani Robison of Freedom Family Investments joins Advanta IRA's Alex Perny to share her expertise in this space and discuss the realities, challenges, and opportunities shaping the industry.They will cover:
· Issues surrounding tenant safety, mortality rates, supply shortages, staffing, and interactions with residents' family members
· How today's market impacts new construction
· The future of this industry and potential distressed investment opportunities
· How to invest using self-directed retirement plansWhether you're exploring senior housing for the first time or looking to expand your real estate portfolio, you'll leave with a better understanding of the risks, trends, and opportunities influencing this evolving sector.
You must register here to attend the webinar.
1 attendee from this group - Network event
Private Lending Investments: Strategies & Structures for SDIRAs
·OnlineOnline1 attendee from 5 groupsPrivate lending investments have gained momentum as investors continue to seek flexible ways to generate passive income and diversify beyond traditional assets. Join Advanta IRA’s Corey Daharsh and Paulo Ruggieri of Atlanta Capital Lending for an educational webinar exploring creative alternative lending structures and how to invest in these opportunities within self-directed retirement accounts.
During this webinar, you'll learn:
· Types of creative strategies for private lending investments
· How deals are structured and managed
· Key risk considerations and due diligence factors
Whether you're new to alternative investments or looking to expand your knowledge, this session will provide valuable insights to help you navigate this growing sector.You must register here to attend the webinar.
1 attendee from this group
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