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
4
- Network event
•OnlineReporting 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.1 attendee from this group - Network event
•OnlineCommercial & Multifamily Investing in an SDIRA
Online3 attendees from 5 groupsMultifamily investing continues to be a popular strategy for those seeking steady cash flow, long-term growth, and diversification—especially in today’s economic climate. What many investors don’t realize is that you can use a self-directed IRA to participate in commercial and multifamily real estate deals nationwide.
In this webinar, Clive Davis—attorney, multifamily syndicator, and industry expert—will break down how commercial and multifamily projects are sourced, evaluated, and structured. He’ll share insights on current market trends, risk management, and key considerations for passive investors before placing capital.
Reneika Lightbourne of Advanta IRA will explain how to use a self-directed IRA to invest in multifamily real estate passively, covering the benefits, rules, and steps to get started.
Whether you're new to alternative assets or ready to expand your portfolio, this session will show you how to align retirement wealth with income-producing real estate.
You must register here to receive the webinar link. - Network event•Online
Fueling Biotech Breakthroughs with IRA Capital
Online3 attendees from 5 groupsLooking for alternative investments with real-world impact? Discover how to invest in biotech with a self-directed IRA in this exclusive session featuring Christopher Moore, a seasoned pharmaceutical executive at Ananda Scientific. Ananda is a breakthrough biotechnology company developing next-generation, clinically validated therapeutics for PTSD and other conditions.
The session will explore current advancements in PTSD treatment within the biotech sector and examine how scientific and clinical developments are shaping the future of mental health therapeutics.
Advanta IRA’s Owen Lynn will explain how to use your IRA to invest in private biotech companies, including the rules, benefits, and process of making alternative investments through a retirement account.
This is a must-attend event for investors who want to align their portfolios with innovation, growth, and purpose.
You must register here to receive the webinar link.1 attendee from this group - Network event
•OnlineInvest in Oil and Gas with a Self-Directed IRA
Online2 attendees from 5 groupsCurious about investing in energy? Join Advanta IRA for a high-level overview of how self-directed IRAs can be used to invest in oil and gas projects—offering potential long-term cash flow and portfolio diversification.
This session explores a real-world example: the Slocum Hollow Oil Project, a 30-well conventional drilling program targeting six proven sandstone formations in one of New York’s most consistent shallow oil regions. The program incorporates modern frac techniques, wider spacing, and multi-zone completions to maximize recovery and reservoir performance.
You'll also learn how self-directed IRAs can be used to participate in private oil and gas investments—along with important considerations around structure, risk, and tax treatment. We’ll close with a Q&A on energy investing fundamentals for retirement investors.
Our featured speaker brings firsthand experience from overseeing over 1,500 shallow wells across Pennsylvania and New York, offering a unique perspective on how private oil and gas projects are sourced, managed, and evaluated.
Don’t miss this opportunity to learn strategies from an industry expert.
You must register here to receive the webinar link.
Past events
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