If you are part of the growing class of investors who have decided to take control of your own retirement funds and decisions by self-directing your IRA, the next step is critical—choosing the right self-directed plan administrator. Finding the right fit for you and your investment needs is just as important as the due diligence you should exercise when choosing assets in your portfolio.
Things to Consider
Make sure the administrator you choose facilitates the investments you wish to make. Even though self-directed plans allow alternative investments such as real estate, precious metals, foreign exchange and futures trading, private lending, oil and gas options, and much more—not all plan administrators are equipped to maintain some of these assets.
You also want to ensure the company you choose is knowledgeable in the industry.
Does the staff maintain their own education regarding retirement plans so they can provide you with the most up-to-date information regarding IRS rules and regulations?
Can they provide the professional but personal service you deserve from someone who is responsible for maintaining critical details of your retirement funds?
Advantages of Advanta IRA
You work hard to grow income so you can comfortably retire so let’s make sure you work with the right retirement plan administrator that can enable you to meet your goals.
Clients of Advanta IRA actively participate in building their retirement income using The Advanta IRA® and other self-directed plans. They control their own retirement funds. They have the freedom to choose their own investments. And, our clients trust us to provide impeccable services to their accounts while they focus on investing in what they know best to reach their goals.
So … if you have an investment in mind … your next step is critical … choosing the right self-directed IRA retirement plan.
Concierge Support
We make no commission. We do not sell investments or give investing advice, but work at your direction to expertly administrate the requirements of assets you choose.
The combined education and experience our team members hold gives them an upper hand in handling our clients’ transactions flawlessly.
Staff frequently attend continuing education classes to ensure their knowledge is impeccable. Several of Advanta IRA’s team members hold the prestigious titles of Certified IRA Services Professional (CISP) and Self-Directed IRA Professional (SDIP). Others have impressive backgrounds in law, financial planning, tax laws and investment planning.
Continuing Education
We believe the best way to guarantee successful returns in your IRA is to invest in what you know best. To assist in your endeavors, Advanta IRA offers weekly seminars and webinars at no cost for investors to learn how to use self-directed accounts. These events provide progressive knowledge that enables you to confidently acquire alternative investments to grow wealth for your retirement.
Advanta IRA believes that knowledge is power, control is key, and diversity is essential in successful retirement portfolios.
The best way to achieve all three of these elements is by taking control of your own investment funds and choices using a self-directed IRA. Advanta IRA is poised to help you do exactly that. We deliver the personal service and expertise you need in order to successfully diversify your retirement portfolio and make the best returns on your investments possible.
Interested? Schedule a free consultation or get started opening your account today.
If you have questions regarding this article or would like to learn more about self-direction, please contact us.
