Alex Perny, CISP – Advanta IRA

Take Control of Your Retirement

Advanta IRA Alex Perny

Since 2012, I have dedicated my time at Advanta to helping clients realize their goals of growing their retirement funds by investing in alternative assets through tax-sheltered accounts. When I started working at Advanta IRA, I worked directly with clients processing their investments. Through the years, my role has evolved, and now I leverage my experience to educate clients who want to invest in alternative assets by self-directing their accounts. By sharing tips and strategies, I can help you see just how powerful self-directed IRAs can be for your financial freedom in retirement. If you have questions or are ready to get started, please give me a call 727.754.9954 or email me.

Accounts that can be Self-Directed

There are several different types of plans that can purchase the assets listed below.

Individual Accounts

  • Traditional IRA
  • Roth IRA
  • HSA – Health Savings Account

Employer Accounts

  • Solo 401(k)
  • SEP IRA
  • SIMPLE IRA

Alternative Investment Options

Alternative assets can potentially build wealth at a faster pace than traditional stocks, bonds, and mutual funds. With a self-directed IRA, you and your financial team choose your investments.

Private Equity

  • Real estate funds
  • Start-ups
  • Venture capital
  • Impact investing

Promissory Notes /
Private Lending

  • Origination loans
  • Purchase discount notes
  • Fractional or whole notes

Real Estate

  • Residential
  • Commercial
  • Agriculture
  • Oil and gas
  • Land speculation
  • Debt leveraged or not
  • Partnership options

Want to Learn More?

Contact Alex Perny

727.754.9954
[email protected]
or

SCHEDULE A CONSULTATION