What we’re about
Does the idea of passive income sound good to you, but you are not sure how to get started? Do you lose sleep over your retirement account because you worry about the market? Did you pass up on an investment opportunity because you didn't think you had the money to invest?
Advanta IRA, a leader in self-directed account administration, provides cutting edge educational events that give you the knowledge you need to take control of your IRA to maximize your retirement wealth.
Upcoming events
3
- Network event
•OnlineRoth Conversions: A Smart Strategy for Tax-Free Growth
Online3 attendees from 5 groupsEver wondered about why everyone talks about the Roth IRA, 401k and Roth conversions? That is because the IRS is giving us a playbook to create completely tax-free revenue streams!
In this webinar, Advanta IRA’s Alex Perny explains the intricacies of how these different accounts are structured, funded, and established so that you can take control of your tax-free financial future.
He’ll cover:
· What a Roth IRA is and the long-term benefits it offers
· Who qualifies to contribute and how income limits apply
· How conversions from traditional IRAs and 401(k)s to Roth accounts work and who can take advantage of this tactic
· The backdoor Roth IRA strategy—what it is, when it’s useful, and how to do it correctlyFor individuals with retirement funds in a traditional IRA or 401(k) who find themselves wishing they had opened a Roth from the start, it's not too late. This webinar arms you with the knowledge you need to perform a Roth conversion and create a more flexible, tax-efficient retirement.
You must register here to receive the webinar link.
1 attendee from this group - Network event
•OnlineHow to Invest in Tax Liens and Deeds
Online14 attendees from 5 groupsLooking for inexpensive alternative investments outside the stock market? Tax liens and deeds could be the answer—but knowing the rules is essential before you invest.
Join Advanta IRA’s Larissa Greene and guest expert John Berlet (CORE Tax Deeds) for an in-depth webinar on the ins and outs of these investments. With years of experience in this niche market, John will discuss the differences between tax liens and deeds, explain how laws vary by state, and share tips on what to look for before making your move.
You’ll also hear why John believes Texas stands out as one of the best markets for investors, and how you can apply his insights to your own strategy.
Don’t miss this chance to learn a new way to diversify your portfolio with relatively low-cost assets to create passive income.
You must register here to receive the webinar link.
3 attendees from this group - Network event•Online
Reporting Rules for FMVs & RMDs for Retirement Plans
Online2 attendees from 5 groupsAre you prepared to meet the IRS’s year-end reporting deadlines for fair market valuations (FMVs) and taking required minimum distributions (RMDs)? As the end of the year approaches, understanding the rules for FMVs and RMDs is critical to safeguard the tax-advantaged status of your retirement accounts.
In this timely webinar, Advanta IRA’s Corey Daharsh will cover when required minimum distributions kick in and how to take them. He’ll also demonstrate calculating and reporting FMVs and how accurately reporting is important for self-directed IRA assets like real estate, private placements, precious metals, and more.
Don’t miss this opportunity to learn the essentials of maintaining compliance with IRS rules for these transactions.
You must register here to receive the webinar link.
Past events
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