If you are a motivated investor who is not satisfied with the results presented by the current CD’s or stock market offerings available to you in your retirement accounts, this class could very well educate you on the vehicle you are seeking! Ride along with Advanta IRA as we help navigate the sometimes perplexing path one must take to more aggressively build wealth in one’s retirement account.
Along with providing the basics of self-directed retirement plans, we will explain the benefits of and different types of investments allowed in a plan. We will further guide you among the IRS regulations and concept of ‘disqualified persons’. Finally, some case studies will be provided that show how others are faring in reaching their desired destination through the process of self-direction.
This event will be presented by: IRA Director- Brandon Hall and Matt Tierney
To register, email Brenda Whetsell at Brenda@advantatrust.com with your name, event title and if you have any guests.
Thank you and we look forward to seeing you there!