Alex Perny, CISP – Advanta IRA
Take Control of Your Retirement
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
Ready to Get Started?
Open your account with Docusign
CLICK HERE to use funds from a 401(k) or old employer’s plan (403(b), 457, TSP, etc.)
CLICK HERE to use funds from an existing IRA (Roth, Traditional, SEP, or SIMPLE)
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
