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Webinar: Being the Bank with Your IRA (Tampa)

August 19, 2014 12:00 pm
August 19, 2014 1:00 pm
Larissa Greene
(800) 416-8736 ext. 1140
[email protected]
Advanta IRA Services, LLC
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13191 Starkey Road, Suite 9, Largo, United States, 33773

During this webinar, we will discuss the various types of loans that we have seen clients make out of their IRA accounts, and the benefits that can come with private lending. We will also touch on disqualified persons, potential pitfalls of private lending, and give some examples of transactions that we have seen here at Advanta. We will also explore how an IRA can actually be the borrower on a transaction and we will cover the non-recourse loan. While lending to an IRA is not nearly as common as lending out of an IRA, we will discuss how an IRA can obtain financing and the impact that has on the returns to the IRA.

Please register for this webinar prior to 5:00pm on Monday, August 11th. You can register by emailing Larissa Greene at [email protected] or by calling 727-581-9853, ext. 1140.

Advanta U Credit: Private Lending

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