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 (4+)
See all- Network event1 attendee from 5 groups hostingPrivate Lending Through an Asset ManagerLink visible for attendees
If you are looking to add diversity and stability to your portfolio, locking in returns and protecting capital from market fluctuation—don’t miss this webinar to learn about investing in private lending through an asset manager.
Advanta IRA’s Corey Daharsh welcomes Nathan J. Larsen, CIO of the Mid Atlantic Secured Income Fund and Founder of Credo Capital Management LLC. Nathan has 20 years of experience in the management of debt portfolios and explains how the process works and the benefits private lending assets bring to the table.
You’ll learn:
- Lending basics
- Originating and/or buying notes
- Best practices to mitigate risk
- Lending on your own vs. a loan servicer vs. asset management
- How to invest using a self-directed IRA or solo 401(k)
Investing in private lending through an asset manager can be a game changer, especially in America’s current economic climate. Take this opportunity to learn more from an expert in the industry.
You must register here to receive the webinar link.
- Network event3 attendees from 5 groups hostingAged to Perfection—Investing in Bourbon in Your Self-Directed IRALink visible for attendees
Join us for the unique opportunity to learn how to take your self-directed IRA from barrel to bank by investing in bourbon.
Morgan Salsman, owner of a thriving business in the bourbon industry, shares her wealth of experience in buying, aging, and selling bourbon barrels. She provides valuable insights into the fundamentals of investing in this space.
Morgan covers:
- The crafting process
- Possible risks
- Market trends
- Prospects as the bourbon business ages
Reneika Lightbourne of Advanta IRA explains how an SDIRA can passively invest in a bourbon distillery fund to build retirement income.
You must register here to receive the webinar link.
- Network event4 attendees from 2 groups hostingPitch Promote and Prosper - Virtual Investor Marketplace and Networking EventLink visible for attendees
Are you looking for a new investment opportunity or for people to invest in your next deal?
Pitch, Promote, & Prosper, a virtual investor marketplace and networking event, is your chance to connect with fellow investors. You will have the opportunity to introduce yourself and hear and pitch investment opportunities from other members of the group.
Please note that this is a live, virtual event and will not be recorded.Click here to register for the event on AdvantaIRA.com. This is how you will receive the Zoom link to join.
Disclaimer
By registering for this online, live event, you are acknowledging that Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the online event as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may take part in this event. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment. - Network event1 attendee from 2 groups hostingDisruptive Real Estate Market Trends for 2024Link visible for attendees
Like most financial markets, real estate has ebbs, flows, and trends from year-to-year. Neal Bawa, CEO of Multifamily University, joins Advanta IRA’s Scott Maurer for a discussion on real estate market trends in 2024 that could impact your portfolio.
Neal covers:
- How inflation impacts real estate throughout the rest of the year
- Where mortgage interest rates will land
- The hottest real estate markets for single and multifamily investing
Scott explains how you can invest using a self-directed IRA or solo 401(k).
You must register here to receive the webinar link.
Past events (6)
See all- Network event4 attendees from 2 groups hostingRetire Rich—Short-Term Rental Strategies from Rich MunroeThis event has passed
