If you have a sense of adventure and want to invest and retire on your terms, check yourself into the world of self-directed IRAs. When you put yourself in the pilot’s seat, the sky is your limit when it comes to investing choices. The types of alternative assets permissible in these plans are nearly endless. And, the right acquisitions can help you get your IRA ready to build wealth and retire well.
Steps to Get Your IRA Ready for Take-Off
Are you thinking about opening a self-directed IRA? These points can help you finalize your plans and get your IRA ready for take-off without any delays.
1. Choose an Experienced Self-Directed IRA Company as Your Co-Pilot
Your retirement plan service provider is the co-pilot who helps you navigate transaction details and ensure the administration of your account complies with IRS rules. This choice is as critical as performing due diligence on your investments. If these details aren’t maintained properly, your account can be penalized, taxed, and disqualified.
Advanta IRA is a trusted self-directed retirement plan administrator with over a decade of experience in the industry. We work with clients across America who hold over $800m in diverse, alternative assets in their plans.
2. Enjoy First-Class Benefits When You Use The Advanta IRA®
Our concierge-style service is unparalleled—and designed specifically to cater to your individual needs. You are paired with your own account manager who ensures a seamless, streamlined execution of your investing process. Keep in mind that we don’t sell investments or give investing advice, but, we can help you avoid prohibited assets as defined by the IRS.
The Advanta IRA is always ready for take-off, allowing you to invest in permissible assets to help you build wealth so you can retire well.
3. The checklist for your journey:
- Open an Advanta IRA.
- Fuel your engines by funding your plan.
- Unpack your options and choose the investments that suit you best.
- Let our concierge service take care of the rest.
Are you ready? Schedule your free consultation today.