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)
See all- Network event1 attendee from 5 groups hostingTapping into Bourbon Investments with SDIRAsLink visible for attendees
Bourbon investments are gaining attention as a unique alternative asset to diversify retirement portfolios. In this webinar, Advanta IRA’s Reneika Lightbourne is joined by Morgan Salsman, founder, owner, and operator of LQD Assets, a thriving business in the bourbon industry. From barrel to bank—they’ll explain how tapping into the bourbon industry can help you build critical retirement wealth.
You’ll learn:
· The fundamentals of investing in bourbon
· How the process works
· Market trends, risks, and long-term potential
· How to invest using a self-directed IRADon’t miss this chance to learn how bourbon investments can add diversity to your retirement strategy.
You must register here to receive the webinar link.
- Network event1 attendee from 5 groups hostingOne Big Beautiful Bill Act and Real Estate InvestingLink visible for attendees
The recently passed One Big Beautiful Bill Act has many real estate investors wondering how it will affect them—and with good reason. This sweeping legislation introduces important changes that may impact real estate strategies, structures, and returns.
Join Advanta IRA’s Scott Maurer and guest Chris Picciurro, CPA and founder of Integrated Financial Group, for an informative session where they’ll cover:
· The key tax implications of the new legislation for real estate investors
· Strategies to leverage the legislation for maximum financial benefit
· How to make the most of the tax code when investingWhether you're an experienced investor or just getting started, this session will help you understand what the Big Beautiful Bill means for your bottom line—and how to position your portfolio for success.
You must register here to receive the webinar link.
- Network event4 attendees from 5 groups hostingMaster the Principles of Value InvestingLink visible for attendees
What if you could learn the timeless principles of value investing as practiced by legends Ben Graham, Charlie Munger, and Warren Buffett?
Don’t miss this webinar with Advanta IRA’s Larissa Greene and guest Jonathan Henrich, an independent Registered Investment Advisor with Mozella Asset Management in St. Petersburg, Florida. They will explore the core principles of value investing—a strategy of identifying undervalued assets that have long-term growth potential.
Jonathan will explain how to value public companies using ratios and comparables and how to apply those valuation frameworks to private companies. He’ll also provide insights into private equity and PIPEs (private investments in public equity) as alternative investments.
This session is packed with resources to deepen your understanding of these strategies and apply these concepts in real-world investing.You must register here to receive the webinar link.
Past events (103)
See all- Network event3 attendees from 5 groups hostingTax Saving Strategies of Retirement Plans Built for Small BusinessesThis event has passed
