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
6
- Network event
How Private Credit Investments Work in a Self-Directed IRA
·OnlineOnline8 attendees from 5 groupsTraditional bonds aren't the only way to pursue income through debt investments. As investors rethink conventional fixed-income strategies, private credit, often called private debt, has emerged as an alternative asset class that offers access to lending opportunities outside publicly traded markets.
In this educational webinar, Chris Carsley, CFA, CAIA, joins Advanta IRA’s Reneika Lightbourne to discuss how private credit and debt have evolved, why the asset class has grown, and what investors should understand when evaluating its potential role in a diversified portfolio.
He’ll cover:
· How private credit investments work
· Key benefits of these lending structures
· Risks and considerations for investors
· Tips on rethinking fixed income opportunitiesReneika will explain how private credit investments are held in a self-directed IRA, the benefits, and the steps involved when investing with retirement account funds.
You must register here to attend the webinar.
1 attendee from this group - Network event
Checkbook IRAs: Take Greater Control of Your Retirement Investments
·OnlineOnline3 attendees from 5 groupsIf you’re seeking a faster investing process, expanded investment options, or greater hands-on management of your retirement funds, a checkbook control IRA LLC may be a great fit for you.
In this webinar, Advanta IRA’s Corey Daharsh will explain the structure and benefits of checkbook control—a strategy that allows you to manage your retirement funds and invest in alternative assets with unparalleled flexibility.
You’ll learn:
· How a checkbook IRA LLC works
· Types of alternative assets you can invest in
· How checkbook control simplifies real estate investments
· Rules you must follow for IRS complianceAttendees will leave this power hour with a clear, practical overview to building retirement wealth using a checkbook IRA.
You must register here to attend the webinar.
- Network event
Investing in Mobile Homes: Opportunities in Manufactured Housing
·OnlineOnline1 attendee from 5 groupsCould investing in mobile homes offer an alternative to traditional residential real estate? As investors explore opportunities beyond conventional rental properties, manufactured housing communities are attracting attention as a distinct segment of the real estate market.
Join Advanta IRA's Larissa Greene and Randy Smith, Director of Investor Relations at 52TEN, for a discussion about this alternative real estate asset class and its potential role in a retirement portfolio.
You’ll learn:
· Practical workings of how to invest in mobile
· What makes mobile homes unique or different than single-family home investments, apartments, etc.
· Where opportunity lies in this asset class
· Tax benefits of mobile home investmentsThis session is designed to provide both experienced and beginner investors a working knowledge of mobile homes and how these investments work in a self-directed IRA.
You must register here to attend the webinar.
- Network event
Reporting Rules for FMVs & RMDs for Retirement Plans
·OnlineOnline1 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 self-directed retirement accounts.
In this webinar, Advanta IRA business development executive Corey Daharsh, CISP, will explain:
· What required minimum distributions are and when they apply
· How RMDs are calculated and the deadlines for taking distributions
· What fair market valuations (FMVs) are and why they are required
· How to determine and report the value of alternative assets
· Important deadlines, responsibilities, and considerationsYou must register here to attend the webinar.
Past events
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