Build Wealth and Retire Well: Get Your IRA Ready for Take-Off

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.

A young couple with luggage walking down an airport hall towards a plane. Get your IRA ready for take-off.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.

Let’s get your IRA ready for take-off!

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.

Free eBook

Self-Directed IRAs:
Take Control of Your Retirement Funds


Related reading to help get your IRA ready:

How to Avoid Working Past Retirement Age: Reboot Your IRA

How to Save for Retirement: Build Your Own Million-Dollar IRA

Self-Directed IRAs Made Easy [free ebook]

About Scott Maurer

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.