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 event4 attendees from 5 groups hostingHow to Start Investing Your IRA in Real EstateLink visible for attendees
Want to invest your IRA in real estate but don’t know where to start? Discover how to take control of your retirement funds and use a self-directed real estate IRA to build long-term wealth—on your terms. This beginner-friendly webinar covers the foundational rules and real-life strategies to help you get started the right way.
Advanta IRA’s Larissa Greene covers the different types of self-directed retirement accounts, how to avoid prohibited transactions, and what disqualified persons mean in the context of real estate IRAs. You’ll also hear real-world examples of how investors successfully partner funds within their IRA to acquire property.
Don’t miss this chance to learn the essentials and start investing smarter with your IRA in real estate.
You must register here to receive the webinar link.
- Network event1 attendee from 5 groups hostingWhat Is Private Lending in a Self-Directed IRA?Link visible for attendees
Looking for a way to generate passive income without the hassle of managing properties? Private lending is a powerful investment strategy that allows you to act as the bank—earning interest on loans secured by real estate, other assets, or even unsecured agreements. But what is private lending from a self-directed IRA—and how does it work?
Join Alex Perny of Advanta IRA for this informative webinar to learn the fundamentals of private lending and how you can use your tax-advantaged retirement funds to participate.
You'll discover:
· What private lending is and how it works in a self-directed IRA
· The types of loans you can make—secured vs. unsecured
· How to lend money through an IRA while complying with IRS rules
· Common pitfalls to avoid when structuring loans
· How to properly document and manage loans to protect your IRA
· The different self-directed accounts that can be used for lending
· How an IRA can loan or borrow funds for real estate investments
Whether you're an experienced lender or new to the concept, this session will help you confidently navigate private lending opportunities in a self-directed IRA.You must register here to receive the webinar link.
- Network event9 attendees from 5 groups hostingWhat Is Land Banking? A Strategic Wealth-Building ToolLink visible for attendees
What is land banking—and how can it help you build long-term wealth?
In this insightful webinar, Advanta IRA’s Larissa Greene welcomes Marcella Silva of Velur Real Estate Services, Inc., to explore what land banking is and why it’s gaining traction with forward-thinking investors.
Land banking is the strategic practice of purchasing affordable, pre-developed land in the path of growth—before it skyrockets in value.Marcella will show you how to identify smart opportunities, avoid common pitfalls, and determine what truly makes a parcel of land valuable for future development.
Key takeaways include:
- How to find land in growth corridors
- Essential features that signal value
- Why not all land is buildable or worth buying
- How to invest using a self-directed IRA
Whether you're looking to diversify your portfolio or take a long-term approach to wealth building, this session will give you the tools you need to make informed investment decisions.
You must register here to receive the webinar link.
- Network event4 attendees from 5 groups hostingHow Smart Seed Investing Drives Outsized ReturnsLink visible for attendees
Seed investing offers exciting potential—but success depends on strategy. In this webinar, Robert Padulo, Ph.D., Managing Partner at Treasure Coast Ventures, shares insights from decades of experience in early-stage investing, emphasizing the critical role of deep due diligence in identifying worthwhile opportunities.
Through real-world case studies, you’ll learn how strategic analysis and long-term planning can potentially turn early-stage private equity and venture capital investments into high-impact exit opportunities.
Reneika Lightbourne of Advanta IRA will also explain how to use a self-directed IRA for seed investing—unlocking the ability to grow retirement savings through tax-advantaged participation in the private markets.You must register here to receive the webinar link.
Past events (371)
See all- Network event2 attendees from 5 groups hostingInvesting in Mineral Rights with a Self-Directed IRAThis event has passed