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 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.
- Network event2 attendees from 5 groups hostingAffordable Real Estate Strategies That Create Passive Income and Empower BuyersLink visible for attendees
Discover affordable real estate strategies that build wealth and support first-time buyers in this powerful webinar with guest Michael Kearse of Ameri Path. Michael will share how he finds and finances investment properties for $50,000 or less—and turns them into win-win opportunities.
Michael will break down strategy and structure and provide real-world examples of how affordable real estate strategies work. You’ll learn how these deals can generate passive income, help first-time homebuyers through lease purchase options, and grow your retirement savings outside of Wall Street.
Reneika Lightbourne of Advanta IRA, who will explain how to use a self-directed IRA to invest in these types of properties and build tax-advantaged income for retirement.
Whether you're an experienced investor or just getting started, this webinar offers actionable insights into affordable real estate investing with purpose.You must register here to receive the webinar link.
- Network event1 attendee from 5 groups hostingHow to Evaluate Private Real Estate Investments with ConfidenceLink visible for attendees
In the world of private real estate investments, due diligence is essential for protecting capital and building long-term wealth.
This webinar breaks down a practical, step-by-step approach to assessing real estate syndications and other private deals—designed to help both new and experienced investors evaluate opportunities with confidence.
What we’ll cover:
· How to assess deals that align with your personal goals and timeline
· Common mistakes new investors make when evaluating passive investments
· Why projected returns can be misleading—and what to focus on instead
· The biggest source of risk in private real estate deals (and how to spot it)
· How to verify a sponsor’s track record instead of taking it at face value
· Critical assumptions hidden in financial models
· Real-world red flags to beware of
· A preview of a due diligence checklist for every deal
You’ll leave with a stronger understanding of what to look for, what to question, and how to protect your capital in the private markets. Whether you're new to private real estate deals or refining your current evaluation process, this session is packed with tools to help you invest with confidence.You must register here to receive the webinar link.
- Network event1 attendee from 5 groups hostingSECURE 2.0: New Rules + Higher Limits: Super Catch-Up Contributions & Roth OptioLink visible for attendees
Big changes are here for retirement savers. The SECURE Act 2.0 is giving individuals more opportunities to make Roth contributions to retirement plans other than Roth IRAs, plus super catch-up contribution amounts like never before.
In this live webinar, Larissa Greene and Alex Perny of Advanta IRA will break down the updates that could directly impact your savings strategy. From expanded Roth contribution eligibility to the new super catch-up contribution rules, you'll get a clear understanding of what's changed, who qualifies, and how to take advantage of the updates—especially if you're over 50.
Here’s what you’ll learn:
• Which retirement plans now allow Roth contributions under the SECURE Act 2.0
• What “super catch-up contributions” are and how they differ from standard catch-up rules
• Age requirements for super catch-ups
• Tax implications and planning tips for higher contributions
Whether you're revisiting your strategy or helping clients adjust theirs, this session is a must for anyone interested in maximizing contributions before retirement.You must register here to receive the webinar link.
Past events (96)
See all- Network event5 attendees from 5 groups hostingDiscover the Potential of Underground Real Estate in a Self-Directed IRAThis event has passed
