Tampa Bay IRA Investing Group

Your retirement account can invest in much more than Wall Street offerings, but most investors don’t know all their options. If you want to learn yours, don’t miss this webinar when Advanta IRA’s Larissa Greene will cover self-directed IRA basics, the fundamentals of alternative investments, and what you need to know before getting started.

She’ll cover:
· Types of retirement plans that can invest in real estate
· Key IRS rules, including prohibited transactions and disqualified persons
· What you can (and can’t) invest in with a self-directed retirement account
· How to partner retirement accounts with other investors or personal funds
· Case studies to illustrate the process of buying real estate and more

Whether you’re new to self-direction or want to strengthen your understanding, you’ll walk away with a solid foundation to make more informed decisions about your retirement investments.

Think real estate investing requires a six-figure budget? Think again.
In this webinar, experienced real estate investor Michael Kearse joins Advanta IRA’s Reneika Lightbourne for a discussion on finding and evaluating real estate investments under $50,000. Michael will explain how he identifies affordable investment opportunities and structures deals designed to create value. He’ll share actionable tips for investors of all levels.
What you'll learn:

• How experienced investors find real estate investments under $50,000
• What to look for when evaluating affordable investment properties
• How lease purchase strategies can create value for investors and aspiring homeowners
• Ways lower-cost real estate can generate passive income
• How self-directed IRAs can be used to invest in real estate and other alternative assets

Are you self-employed or running a side business and think you don’t have access to retirement plans? Think again. There are several types of retirement plans for small businesses that offer significant tax-saving strategies you should know about.

During this webinar, Advanta IRA’s Alex Perny will provide an extensive overview of plans geared for small businesses (including entrepreneurs). He’ll also explain how contributions and plan features can help minimize your income tax burden.

You’ll learn:
· The differences between SEP IRAs and solo 401(k)s
· What contributions can be made prior to filing your taxes
· How to supercharge your Roth contributions with a Roth 401(k)
· New Roth contribution options for SEP and SIMPLE IRAs
· SECURE ACT updates to solo 401(k) plans

This is a must-attend session for any small business owner who wants to learn the benefits of these retirement plans.

A non-recourse loan is a powerful tool that helps retirement investors use leverage to purchase real estate in a self-directed IRA. How does it work? The loan is backed only by the investment it’s used to acquire, and it can help you retain capital inside your account to invest in additional assets. Taking a loan to help buy an IRA asset also creates opportunities for IRAs with smaller balances that can’t afford large investments on their own.

In this webinar, Advanta IRA's Owen Lynn and Solera Bank's Avram Shabanyan talk about how non-recourse financing works, the IRS rules you need to know, and strategies investors use to expand their real estate portfolios within a self-directed retirement plan. You'll also discover how strategic use of leverage can help grow long-term retirement wealth and create opportunities to build generational wealth over time.