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
How to Evaluate Private Commercial Real Estate Opportunities
·OnlineOnline7 attendees from 5 groupsNot all commercial real estate opportunities are created equal. Knowing what to evaluate before you invest can make all the difference.
Join Advanta IRA’s Owen Lynn and Paul Moore, founder of Wellings Capital, for an educational webinar where they’ll discuss private commercial real estate and the factors to consider when evaluating potential investments. Drawing on experience across multiple commercial real estate sectors, Paul will share practical insights into assessing deals, understanding risk, and identifying experienced operators.
You’ll learn:
· What to consider when evaluating private commercial real estate opportunities
· Insights into manufactured housing, multifamily, small-bay industrial, open-air retail, and self-storage
· Risks investors should understand when considering private commercial real estate
· What to look for when identifying experienced operators
· The role private commercial real estate can play in portfolio diversificationYou must register here to attend the webinar.
1 attendee from this group - Network event
Real Estate Investing Trends: Tiny Homes, Large Developments, & More
·OnlineOnline6 attendees from 5 groupsDiscover how forward-thinking real estate strategies—like tiny homes, micro communities, and large-scale developments—are reshaping the housing market and unlocking new avenues for investors.
Join Advanta IRA’s Reneika Lightbourne and guest Rashad Jones-Jennings, Chairman and CEO of Post-Pro Capital, for an in-depth conversation on how projects are structured, financed, and scaled for long-term success. With over $100 million in development experience, Rashad will break down actionable frameworks that investors can use to participate in and profit from these emerging real estate models.
What you’ll learn:
- Current trends driving demand for tiny homes and micro communities
- How developers structure projects for scalability, community impact, and investor returns
- Key financial and legal considerations before investing
Reneika will explain how to use a self-directed IRA to fund these opportunities while maximizing tax advantages.
You must register here to attend the webinar.
1 attendee from this group - Network event
Cost Segregation for Real Estate Investments
·OnlineOnline1 attendee from 5 groupsWhy wait decades to capture depreciation deductions that may be available sooner? Cost segregation for real estate investments can accelerate eligible depreciation into shorter depreciation lives rather than 27.5 or 39 years. This provides the potential to lower taxes earlier and keeping more capital working today.
Join Advanta IRA’s Larissa Greene and Kamila "Lily" Kowalska, tax consultant and National Account Executive with CSSI Services, for a practical look at how cost segregation works and where it may fit into different real estate investment strategies.You’ll learn:
· How cost segregation reclassifies certain building components into shorter depreciation periods
· How accelerated depreciation can create larger deductions earlier in the ownership period
· How this strategy works with current bonus depreciation rules
· Which properties and situations may benefit, including properties owned for several years
· How cost segregation differs for real estate held in a self-directed IRA, particularly when leverage may trigger UBIT or UDFI
· Why methodology, documentation, property inspections, and study support matterCost segregation isn't simply about creating a deduction. It's about understanding how and when depreciation can support a broader real estate and tax strategy.
You must register here to attend the webinar.
1 attendee from this group - Network event
What Are the Types, Benefits, and Risks of Senior Living Investments?
·OnlineOnline2 attendees from 5 groupsSenior living has experienced significant growth over the past decade, creating compelling opportunities for investing in senior living facilities. Understanding the differences between care models is essential to evaluating opportunities, navigating potential challenges, and protecting your investment.
Join Advanta IRA’s Corey Daharsh for an insightful webinar featuring Radhika Rastogi, Managing Partner at Relik Capital Group for a timely discussion on senior living investment opportunities.
You’ll learn:
· Core differences between independent living, assisted living, and memory care
· Benefits and potential drawbacks of each senior living model
· Key factors to evaluate before investing in senior living facilities
· Strategies for identifying potential risks and protecting your investment
· How to make informed decisions in the evolving senior living marketWhether you’re exploring senior living for the first time or looking to expand your investment portfolio, this webinar will help you better understand the sector and evaluate opportunities with greater confidence.
You must register here to attend the webinar.
1 attendee from this group
Past events
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