Real estate IRAs are popular with people who want diversity and leverage against potential losses in the stock market. You can choose your own assets including commercial and residential property, raw land, as well as tax liens and deeds.
Scott Maurer, Vice President of Sales for Advanta IRA, is a recognized expert in the field of self-directed IRAs. With a law degree from the University of Florida and as a designated Certified IRA Services Professional (CISP), Scott’s keen understanding of rules and regulations fuels his passion to educate others on the power of investing in alternative assets using self-directed IRAs.
Scott is a frequent guest on retirement and investing webinars and podcasts, and he has shown thousands of individuals how to achieve financial freedom by teaching them how to use their retirement funds to invest in private placements, real estate, private lending, and more. Throughout his two decades in the industry, he has watched numerous unique investments unfold, giving him great perspective of what is possible when people take control of their retirement funds and investing decisions.
Private equity is an alternative investment available for self-directed IRAs (SDIRAs). Private equity assets are typically reserved specifically for high-net-worth individuals—accredited investors like Peter Theil and Warren Buffet. However, there are relaxed rules for certain opportunities. Now, average individuals who meet specific criteria can invest in a … Read More
A self-directed health savings account (HSA) follows the same IRS rules that a regular HSA does. Self-directed plans have the same annual contribution limits and eligibility requirements. They provide a way to build tax-free funds you can spend on qualified medical expenses throughout your lifetime. So, how … Read More
This recorded webinar conducted by Advanta IRA provides an in-depth look at the unique IRA alternative assets Advanta IRA has encountered with clients. These investments include cryptocurrencies, farmland, livestock, car carriers, sports teams, movie projects, and burial crypts. The hosts also explain the rules and regulations involved … Read More
A Savings Incentive Match Plan for Employees (SIMPLE IRA) is a retirement that is ideal for small businesses with less than 100 employees as well as for self-employed individuals. It’s cost-effective to implement and easy to manage. A self-directed SIMPLE IRA offers the same features as a … Read More
If you are part of the growing class of individuals who have decided to take control of your own retirement funds and investing decisions by using a self-directing IRA, the next step is critical—choose the right self-directed IRA services provider. These firms serve as the administrators of … Read More
Do you want a retirement plan for your business that offers more flexibility, higher contribution limits, and other big benefits than you get with a traditional IRA? How about a plan that allows you to invest in things like real estate, private equity, and gold? If you’re … Read More
With inflation and interest rates still on the rise, it’s more important than ever to create a solid financial plan that includes saving for retirement. Below are important IRA contribution deadlines, as well as those for solo 401(k)s, ESAs, and HSAs, and each plan’s annual limit.
You’ll also … Read More
Forming a limited liability company (LLC) with your self-directed IRA is a great example of how self-direction offers complete control over your retirement savings and investing decisions. A single-member LLC or checkbook control IRA structure is favored by account owners who want immediate access to funds for … Read More
This informative, recorded webinar explains how to invest in strategic metals, also known as rare earth elements. You’ll learn what they are, why they're important, and how to invest using self-directed IRAs or personal funds.
We encourage you to expand your knowledge and listen to this recorded webinar … Read More
Investing off the stock market isn’t new. You already know real estate and private equity are alternatives to Wall Street’s offerings. But exactly what are alternative investments besides those popular choices? There are thousands of opportunities that fall into this asset class—things you’ve probably never heard of, … Read More