About us
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
8
- Network event
How to Invest in Multifamily Real Estate in Today’s Real Estate Market
·OnlineOnline2 attendees from 5 groupsMultifamily real estate continues to attract investors looking for scalable cash flow, long-term appreciation, and passive income opportunities in today’s evolving real estate market.
Join Owen Lynn of Advanta IRA and Aaron Fragnito, Co-Founder of Peoples Capital Group, for this educational webinar when they’ll discuss how to invest in multifamily real estate, including strategies, market trends, and the fundamentals of building long-term wealth through income-producing properties.
Drawing from more than 300 completed real estate transactions and the experience of building an 8-figure portfolio, Aaron will share real-world insights, lessons learned, and practical perspectives on today’s multifamily market.
During this session, attendees will learn:
- How investors evaluate multifamily opportunities and markets
- Strategies for generating passive income through real estate
- How retirement accounts like self-directed IRAs can be used for real estate investments
You must register here to receive the webinar link.
- Network event
Investing in Affordable Housing & Mobile Home Parks with SDIRAs
·OnlineOnline5 attendees from 5 groupsAffordable housing shortages continue to drive demand for manufactured housing communities, making mobile home parks an increasingly popular real estate investment opportunity.
In this timely webinar, Rayna Mike, CEO of Love Apartments, joins Advanta IRA’s Reneika Lightbourne to talk about why mobile home parks are attracting growing investor interest, how their business model works, and why mobile home communities have emerged as one of the most affordable and resilient housing options available today.
You’ll learn:
· Affordable housing challenges and opportunities
· Why mobile home parks are in demand
· Industries, trends, and growth drivers
· Benefits and risks of manufactured housing communitiesReneika will show you how investing in mobile home parks works in self-directed IRAs to help address America’s affordable housing challenges.
You must register here to attend the event.
3 attendees from this group - Network event
Roth SEP & SIMPLE IRAs: New IRS Guidance You Need to Know
·OnlineOnline1 attendee from 5 groupsAfter two years of waiting the IRS has finally issued guidance on how to administer Roth SEP & SIMPLE IRAs.
For years, clients utilizing SEP & SIMPLE IRAs have been forced to make all contributions pre-tax, with no direct options for making post-tax Roth contributions.
While investors could perform Roth conversions of these plans, conversions can cause a cumbersome tax filing dilemma.
Now that the IRS has published guidance on how to provide administration to Roth SEP and SIMPLE IRAs, we have the ability to maintain the two accounts as dedicated after tax Roth accounts.
This offers an incredible opportunity for small business owners to grow their investments completely tax free.Don’t miss this special session when Advanta IRA’s Alex Perny and Owen Lynn provide a comprehensive overview on how these accounts operate from a base contribution level and how the mechanisms of making Roth contributions work.
You must register here to receive the webinar link.
- Network event
Investing in Medical Receivables with a Self-Directed IRA
·OnlineOnline2 attendees from 5 groupsDid you know your self-directed IRA can earn passive income backed by the healthcare industry? Investing in medical receivables offers investors a unique way to diversify beyond traditional assets, and this webinar will show you how it works.
Advanta IRA's Corey Daharsh and guest Patrick Grimes of Passive Investing Mastery will provide an overview of the mechanics of medical receivables, what the risk profiles look like for investors, best practices, and how to evaluate opportunities before committing capital.
Both beginner and experienced investors will leave this session knowing how to perform due diligence, structure investments, and integrate medical receivables into your retirement portfolio.
You must register here to receive the webinar link.
Past events
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