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
2
- Network event
•OnlineInvesting in Community Banks: A Local Approach to Building Wealth
Online1 attendee from 5 groupsThe number of community and local banks continues to decline, but the hurdles these banks face creates attractive openings for those interested in investing in community banks.
Join Advanta IRA’s Alex Perny and special guest Rob Shaw, CEO of Echelon Bank of Tampa, for a timely discussion on the shrinking landscape of local banks. Learn what’s behind the drop, how new community banks are formed, and why community bank investments are gaining attention.
Whether you’re exploring alternative assets or looking to diversify your retirement portfolio, this session will offer insight into investing in community banks and how these institutions may offer more than just a place to park your money.
You must register here to receive the webinar link. - Network event
•OnlineCheckbook Control IRA LLCs: Managing Your Retirement on Your Terms
Online1 attendee from 5 groupsWhether you’re seeking a faster investing process, expanded investment options, or greater hands-on management of your retirement funds, a checkbook control IRA LLC can give you all that and more.
This webinar introduces investors and retirement savers to the structure and benefits of checkbook control—a strategy that allows you to manage your self-directed IRA funds and investments with unparalleled flexibility.
Advanta IRA’s Corey Daharsh leads this power hour and will provide the following:
- Details on how a checkbook IRA LLC works
- Types of alternative investments
- Rules you must follow for IRS compliance
You’ll leave this session with a clear, practical overview to help you get started.
You must register here to receive the webinar link.
Past events
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