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
5
- Network event
Checkbook Control IRA LLCs: Managing Your Retirement on Your Terms
·OnlineOnline1 attendee from 5 groupsWhether you’re seeking a faster investing process, expanded investment options, or greater hands-on management of your retirement funds, a checkbook control IRA LLC can give you all that and more.
This webinar introduces investors and retirement savers to the structure and benefits of checkbook control—a strategy that allows you to manage your self-directed IRA funds and investments with unparalleled flexibility.
Advanta IRA’s Corey Daharsh leads this power hour and will provide the following:
- Details on how a checkbook IRA LLC works
- Types of alternative investments
- Rules you must follow for IRS compliance
You’ll leave this session with a clear, practical overview to help you get started.
You must register here to receive the webinar link.1 attendee from this group - Network event
Pro Tips on Investing in Self-Storage Real Estate in a Self-Directed IRA
·OnlineOnline3 attendees from 5 groupsLooking for recession-resistant investments? Self-storage real estate continues to stand out as a high-demand asset class with strong long-term potential.
Join Advanta IRA’s Owen Lynn and AJ Osborne, CEO of Cedar Creek Capital, for a value-packed session exploring how professional investors identify and evaluate self-storage opportunities. Using Cedar Creek’s process as an example, AJ will explain their deal sourcing and underwriting methods, including how to select markets, analyze risk, and structure acquisitions for long-term success.
AJ’s presentation is designed to educate both beginner and sophisticated investors interested in self-storage real estate investments.
Owen will explain how to use a self-directed IRA (or solo 401(k) to invest to build tax-sheltered retirement wealth.
This session will wrap up with a Q&A session for all attendees, so don’t miss this chance to learn pro tips and strategies from an industry expert.
You must register here to receive the webinar link.3 attendees from this group - Network event
How to Evaluate a Private Real Estate Sponsor Before You Invest
·OnlineOnline3 attendees from 5 groupsChoosing the right private real estate sponsor can make or break your investment. Understanding how to vet a sponsor’s experience, transparency, and alignment with investor interests is essential—especially in today’s complex real estate landscape.
In this educational session, Advanta IRA’s Corey Daharsh welcomes Katherine Herron of BAM Capital to walk investors through the key criteria to consider when evaluating a private real estate sponsor.
You’ll learn:
- How to assess track records
- Risk management strategies
- Communication practices
- Structural alignment between sponsors and passive investors
Whether you’re new to private real estate or looking to strengthen your due diligence process, this webinar offers practical insights to help you make more informed and confident investment decisions—especially when using a self-directed IRA or solo 401(k) to access these opportunities.
You must register here to receive the webinar link.1 attendee from this group - Network event
Introduction to Real Estate Investing: Active & Passive Strategies
·OnlineOnline1 attendee from 5 groupsCurious about real estate but not sure where to begin? This introduction to real estate investing is designed to help you understand your options—whether you want to be hands-on or prefer a passive approach.
Join Larissa Greene of Advanta IRA and special guests Tim Fergestad, a neuroscientist-turned-investor and founder of Oak Street Assets, as well as Adam Terpstra, a real estate investor and entrepreneur, for a straightforward look at how real estate can build long-term wealth and leave a lasting legacy.
You’ll learn:
- Why real estate is a powerful tool for portfolio growth and diversification
- The spectrum of active and passive investment options, from direct ownership to syndications
- The results of two case studies: a rehab project funded with retirement capital and a multifamily syndicated investment
- What resources and strategies are needed to get started
- How to invest using a self-directed IRA
Don’t miss this chance to receive practical steps and free resources to help you explore active or passive real estate investing.
You must register here to receive the webinar link.1 attendee from this group
Past events
402
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