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
3
- Network event
•OnlineRoth Conversions: A Smart Strategy for Tax-Free Growth
Online3 attendees from 5 groupsEver wondered about why everyone talks about the Roth IRA, 401k and Roth conversions? That is because the IRS is giving us a playbook to create completely tax-free revenue streams!
In this webinar, Advanta IRA’s Alex Perny explains the intricacies of how these different accounts are structured, funded, and established so that you can take control of your tax-free financial future.
He’ll cover:
· What a Roth IRA is and the long-term benefits it offers
· Who qualifies to contribute and how income limits apply
· How conversions from traditional IRAs and 401(k)s to Roth accounts work and who can take advantage of this tactic
· The backdoor Roth IRA strategy—what it is, when it’s useful, and how to do it correctlyFor individuals with retirement funds in a traditional IRA or 401(k) 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 perform a Roth conversion and create a more flexible, tax-efficient retirement.
You must register here to receive the webinar link.
- Network event
•OnlineHow to Invest in Tax Liens and Deeds
Online12 attendees from 5 groupsLooking for inexpensive alternative investments outside the stock market? Tax liens and deeds could be the answer—but knowing the rules is essential before you invest.
Join Advanta IRA’s Larissa Greene and guest expert John Berlet (CORE Tax Deeds) for an in-depth webinar on the ins and outs of these investments. With years of experience in this niche market, John will discuss the differences between tax liens and deeds, explain how laws vary by state, and share tips on what to look for before making your move.
You’ll also hear why John believes Texas stands out as one of the best markets for investors, and how you can apply his insights to your own strategy.
Don’t miss this chance to learn a new way to diversify your portfolio with relatively low-cost assets to create passive income.
You must register here to receive the webinar link.
1 attendee from this group - Network event•Online
Reporting Rules for FMVs & RMDs for Retirement Plans
Online1 attendee 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.
Past events
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