About us
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
5
- Network event
How to Structure Creative Real Estate Deals with Bill Cook
·OnlineOnline4 attendees from 5 groupsHave you ever thought about making the seller a full-list-price offer? How about an offer that's 15% above the asking price?
In this webinar, real estate investor Bill Cook joins Advanta IRA’s Larissa Greene to share one of his most creative real estate deals, which was a purchase in Venice, Florida, where paying above market value ultimately resulted in significantly lower monthly payments through a strategically structured owner-financing agreement. Bill will explain how the deal worked, why paying more upfront made financial sense, and how creative financing can open opportunities that traditional thinking might overlook.Attendees will get an inside look at this transaction, along with additional real estate deals that demonstrate practical strategies investors can use to structure favorable terms, improve cash flow, and think beyond conventional financing.
If the only type of creative offer you know how to make to a seller is a $.60-on-the-dollar all-cash offer, and the buyer says no—then this webinar is a can’t-miss.
You must register here to attend the webinar.
- Network event
Self-Directed IRAs: What Every Investor Should Know
·OnlineOnline3 attendees from 5 groupsYour retirement account can invest in much more than Wall Street offerings, but most investors don’t know all their options. If you want to learn yours, don’t miss this webinar when Advanta IRA’s Larissa Greene will cover self-directed IRA basics, the fundamentals of alternative investments, and what you need to know before getting started.
She’ll cover:
· Types of retirement plans that can invest in real estate
· Key IRS rules, including prohibited transactions and disqualified persons
· What you can (and can’t) invest in with a self-directed retirement account
· How to partner retirement accounts with other investors or personal funds
· Case studies to illustrate the process of buying real estate and moreWhether you’re new to self-direction or want to strengthen your understanding, you’ll walk away with a solid foundation to make more informed decisions about your retirement investments.
You must register here to attend the webinar.
1 attendee from this group - Network event
Small Deals, Big Potential: Real Estate Investments Under $50K
·OnlineOnline4 attendees from 5 groupsThink real estate investing requires a six-figure budget? Think again.
In this webinar, experienced real estate investor Michael Kearse joins Advanta IRA’s Reneika Lightbourne for a discussion on finding and evaluating real estate investments under $50,000. Michael will explain how he identifies affordable investment opportunities and structures deals designed to create value. He’ll share actionable tips for investors of all levels.
What you'll learn:- How experienced investors find real estate investments under $50,000
- What to look for when evaluating affordable investment properties
- How lease purchase strategies can create value for investors and aspiring homeowners
- Ways lower-cost real estate can generate passive income
- How self-directed IRAs can be used to invest in real estate and other alternative assets
You must register here to attend the webinar.
1 attendee from this group - Network event
Tax-Saving Strategies for Small Business Retirement Plans
·OnlineOnline3 attendees from 5 groupsAre you self-employed or running a side business and think you don’t have access to retirement plans? Think again. There are several types of retirement plans for small businesses that offer significant tax-saving strategies you should know about.
During this webinar, Advanta IRA’s Alex Perny will provide an extensive overview of plans geared for small businesses (including entrepreneurs). He’ll also explain how contributions and plan features can help minimize your income tax burden.
You’ll learn:
· The differences between SEP IRAs and solo 401(k)s
· What contributions can be made prior to filing your taxes
· How to supercharge your Roth contributions with a Roth 401(k)
· New Roth contribution options for SEP and SIMPLE IRAs
· SECURE ACT updates to solo 401(k) plansThis is a must-attend session for any small business owner who wants to learn the benefits of these retirement plans.
You must register here to attend the webinar.
1 attendee from this group
Past events
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