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 (2)
See all- Network event1 attendee from 5 groups hostingTax Saving Strategies of Retirement Plans Built for Small BusinessesLink visible for attendees
Are you looking for tax saving strategies as a small business owner or entrepreneur? If you are self-employed or running a side-business, choosing the right retirement plan can impact your income tax burden and fast-track your retirement savings.
In this webinar, Advanta IRA’s Alex Perny covers tax-advantaged retirement plans for small business owners, highlighting solo 401(k)s, and including recent changes implemented by the SECURE Act 2.0. You’ll learn how to maximize contributions, take advantage of Roth contribution options, and even make last-minute contributions before you file your taxes.
Key topics include:
- The differences between SEP IRAs and solo 401(k)s
- What contributions are allowed before filing your taxes
- How to supercharge Roth contributions with a Roth 401(k)
- New Roth contribution options for SEP and SIMPLE IRAs
- SECURE Act 2.0 updates to solo 401(k) plans
All small business owners—from freelancers to consultants to full-time entrepreneurs—are invited to attend this powerful hour to learn valuable retirement planning and tax saving strategies.
You must register here to receive the webinar link.
- Network event1 attendee from 5 groups hostingTapping into Bourbon Investments with SDIRAsLink visible for attendees
Bourbon investments are gaining attention as a unique alternative asset to diversify retirement portfolios. In this webinar, Advanta IRA’s Reneika Lightbourne is joined by Morgan Salsman, founder, owner, and operator of LQD Assets, a thriving business in the bourbon industry. From barrel to bank—they’ll explain how tapping into the bourbon industry can help you build critical retirement wealth.
You’ll learn:
· The fundamentals of investing in bourbon
· How the process works
· Market trends, risks, and long-term potential
· How to invest using a self-directed IRADon’t miss this chance to learn how bourbon investments can add diversity to your retirement strategy.
You must register here to receive the webinar link.
Past events (384)
See all- Network event7 attendees from 5 groups hostingAdvanced Real Estate Deals with Bill Cook: Creative Strategies That WorkThis event has passed
