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
- Network event
•OnlineImportant Retirement Plan Deadlines for 2025 and 2026
Online1 attendee from 5 groupsAre you up to speed on the retirement plan deadlines that could impact your tax-advantaged contributions this year—and next?
Join Advanta IRA’s Larissa Greene for this live webinar when she’ll provide a comprehensive overview of the key timelines, contribution limits, and strategic deadlines you need to know for 2025 and 2026. Whether you're self-employed, running a small business, or simply looking to maximize your retirement contributions, understanding these important deadlines can help you reduce taxes and boost retirement savings.During this session, you'll learn:
· Types of retirement plans available for individuals and business owners
· Critical account establishment deadlines—including extensions
· How some plans allow prior-year contributions even after the tax year ends
· Contribution limits and deadlines for 2025 and 2026
This is a must-attend session if you want to take full advantage of your retirement plan’s tax-saving opportunities and avoid costly mistakes.You must register here to receive the webinar link.
- Network event
•OnlineMaster the Principles of Value Investing
Online4 attendees from 5 groupsWhat if you could learn the timeless principles of value investing as practiced by legends Ben Graham, Charlie Munger, and Warren Buffett?
Don’t miss this webinar with Advanta IRA’s Larissa Greene and guest Jonathan Henrich, an independent Registered Investment Advisor with Mozella Asset Management in St. Petersburg, Florida. They will explore the core principles of value investing—a strategy of identifying undervalued assets that have long-term growth potential.
Jonathan will explain how to value public companies using ratios and comparables and how to apply those valuation frameworks to private companies. He’ll also provide insights into private equity and PIPEs (private investments in public equity) as alternative investments.
This session is packed with resources to deepen your understanding of these strategies and apply these concepts in real-world investing.You must register here to receive the webinar link.
1 attendee from this group
Past events
106
