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 event3 attendees from 5 groups hostingInvesting in Equity vs. Debt: Which Private Placement Is Right for You?Link visible for attendees
Private placements offer investors diverse opportunities to put their capital to work, but understanding the differences between investing in equity vs. debt is crucial to making informed decisions.
Join Scott Maurer of Advanta IRA and Whitney Elkins-Hutten of PassiveInvesting.com as they explore the key distinctions between investing in equity vs. debt and how each approach aligns with different investment strategies.
In this webinar, Whitney will cover:
· The fundamentals of equity vs. debt investing
· The advantages and risks of each investment type
· How real estate market cycles impact these assetsDon't miss this opportunity to gain insights into structuring your investments for long-term success.
You must register here to receive the webinar link.
- Network event9 attendees from 5 groups hostingMega Roth 401(k)s and Roth Conversions: Tax-Savvy Retirement StrategiesLink visible for attendees
Mega Roth? Backdoor Roth? Don’t miss this webinar to learn about two retirement strategies that provide tax-free distributions from your IRA or 401(k) when you retire.
Join Advanta IRA’s Larissa Greene and Corey Daharsh as they delve into how mega Roth 401(k)s work and explain the intricacies and advantages of Roth IRA conversions. Each strategy offers unique benefits to increase your retirement savings and investing capital today, as well as reduce your tax burden in retirement.
You’ll learn practical strategies for:
· Utilizing Roth conversions to optimize your tax position in retirement
· Accelerating your retirement savings through mega Roth 401(k) contributions
· Generating tax-free investment income for retirement
· Navigating key benefits and considerations of both strategiesTake charge of your financial future by understanding how these retirement strategies can augment your overall financial plan to secure the future you desire.
You must register here to receive the webinar link.
- Network event7 attendees from 5 groups hostingSubject to Real Estate Strategies from Courtney FrickeLink visible for attendees
Buying real estate subject to the existing mortgage—aka sub2 real estate—is one of the most creative ways to acquire property in today’s high-rate market.
Most investors want to learn how to buy a property subject to a 2, 3, 4, or even a 5% percent interest rate to make numbers work in this market. This financing might sound like magic, but most people don’t know how to do it properly or safely. It does take serious know-how to do it right.
Join Advanta IRA’s Larissa Greene and seasoned investor Courtney Fricke who will show you how to structure sub2 deals safely and legally, drawing from her own experience building a portfolio with this powerful strategy. She’ll also preview her upcoming subject to masterclass and take your questions about how to put this method into play—smartly.
You must register here to receive the webinar link.
- Network event3 attendees from 5 groups hostingUsing Non-Recourse Loans to Grow Your SDIRALink visible for attendees
Did you know using non-recourse loans can unlock greater investment potential in a self-directed IRA or solo 401(k)—without putting personal assets at risk?
Join Corey Daharsh and guest speaker Ryan Hughes for a straightforward and informative webinar on how this unique financing strategy can leverage buying power for your SDIRA. Corey will break down the basics, while Ryan shares real-life insights from his career in non-recourse lending.
You’ll learn:
· The benefits of using non-recourse loans in your SDIRA
· How to identify strong investment opportunities
· Key risks and best practices to followThis session is perfect for both new and experienced investors.
You must register here to receive the webinar link.
Past events (76)
See all- Network event5 attendees from 5 groups hostingInvesting in Blockchain Mining in a Self-Directed IRAThis event has passed