

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 (2)
See all- Network event2 attendees 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 (337)
See all- Network event7 attendees from 5 groups hostingAdvanced Real Estate Deals with Bill Cook: Creative Strategies That WorkThis event has passed