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 event7 attendees from 5 groups hostingHow to Perfect Your Short-Term Rental StrategyLink visible for attendees
Short-term rentals on platforms like Airbnb and VRBO can be highly profitable—but in a saturated market, success requires more than just great photos and good luck. To truly stand out and maximize your returns, you need a solid short-term rental strategy that covers everything from pricing to marketing.
In this one-hour session, Lame Kinikini of Elk Ridge Investments joins Advanta IRA’s Alex Perny to share proven tactics to help your listings drive revenue, boost occupancy, and outperform the competition. Whether you're new to the space or looking to fine-tune your current approach, this deep dive will equip you with the tools to elevate your short-term rental strategy.
You must register here to receive the webinar link.
- Network event1 attendee from 5 groups hostingHow to Invest in Attainable Housing People Can AffordLink visible for attendees
Join Ted Steinkamp of Advanta IRA and Ivan Alfaro, Founder and CEO of Common Walk, for an in-depth look at why investing in attainable housing is gaining traction as a powerful strategy—and how you can participate.
Ivan will explore why this often-overlooked niche offers strong profit potential while solving real-world challenges of affordable housing. He’ll also walk you through practical ways to identify and evaluate opportunities in this space, especially in underserved neighborhoods where demand continues to grow.
You’ll learn:
· What attainable multifamily housing is—and why even billionaires are investing in it
· Why attainable housing has historically delivered strong returns
· How this asset class addresses 17 societal challenges with one strategy
· How to vet deals using simple, proven principles
· Two case studies: one successful, one problem-ridden—and the lessons in each
· Why C-class neighborhoods are often misunderstood, and why some businesses thrive there
If you’re looking for a long-term real estate investments that align profitability with purpose, this webinar is a must.You must register here to receive the webinar link.
- Network event3 attendees from 5 groups hostingDiscover the Potential of Underground Real Estate in a Self-Directed IRALink visible for attendees
Most investors think of real estate as what’s on the land—but the real opportunity might lie beneath it. In this eye-opening webinar, Jim Hiza and Kasey Huss from Carolina Natural Resource Group join Advanta IRA’s Corey Daharsh to explore the world of underground real estate: deeded oil and gas mineral rights. These investments offer long-term passive income, strong yields, and the potential to build generational wealth—without the risks of drilling or operations.
You’ll learn:
· The fundamentals of mineral rights and royalty income
· How to use a self-directed IRA to invest in this unique asset
· Strategies to maximize tax advantages and returns
As global energy needs rise and innovation accelerates, investing in underground real estate gives investors a powerful way to tap into a rising sector. You don’t want to miss this opportunity to learn how to capitalize on mineral rights to build retirement wealth.You must register here to receive the webinar link.
- Network event1 attendee from 5 groups hostingRoth Conversions: Your Key to Tax-Free Retirement IncomeLink visible for attendees
Looking to secure your golden years with tax-free income? This webinar breaks down everything you need to know about Roth IRAs—from the basics to advanced contribution strategies, including Roth conversions.
In this session, Advanta IRA’s Alex Perny will cover:
· What a Roth IRA is and the long-term benefits it offers
· Who qualifies to contribute and how income limits apply
· How Roth conversions work and who can take advantage of them
· The backdoor Roth IRA strategy—what it is, when it’s useful, and how to do it correctly
For individuals with retirement funds in a traditional IRA who find themselves wishing they had opened a Roth from the start, it's not too late. This webinar arms you with the knowledge you need to create a more flexible, tax-efficient retirement.You must register here to receive the webinar link.
Past events (93)
See all- Network event8 attendees from 5 groups hostingHow Smart Seed Investing Drives Outsized ReturnsThis event has passed