Equity vs. Debt Investments in a Self-Directed IRA: The Right Balance
3 attendees from 5 groups hosting
Hosted by Orlando IRA Investing Meetup
Details
Understanding equity vs. debt investments inside a self-directed IRA is the difference between a portfolio built on strategy and one built on guesswork.
In this informative webinar, Advanta IRA's Owen Lynn is joined by passive investing expert Whitney Elkins-Hutten of PassiveInvesting.com to talk about exactly how debt and equity function within a self-directed IRA, and how each impacts your income, growth, and risk profile.
You'll discover why so many investors unknowingly place risk in the wrong areas, how that misalignment hurts performance when markets shift, and a practical framework for evaluating deals, structuring investments, and allocating across both asset types.
Whether you're newer to self-directed investing or refining an existing strategy, this webinar gives you the clarity to build a more intentional, resilient IRA portfolio in 2026.
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