Knowledge is power, control is key, and diversity is essential to the success of retirement planning.
Advanta IRA coined this phrase, and we believe in it. It perfectly describes who we are, what we do, and what we can do for you. It also illustrates what you can do for yourself when you decide to start self-directed investing to build retirement income.
Knowledge is power.
is a self-directed retirement plan administrator serving clients across the nation. We are dedicated to educating others about the benefits of self-directed retirement plans and the alternative investments permissible in them. We accomplish this in two ways: by offering complimentary events that teach attendees all aspects of self-direction and by continually educating ourselves, as well.
Client and investor events include interactive seminars and webinars that allow individuals to learn about self-directed plans and the many different options of alternative assets. Not only do attendees learn the basics about different accounts and investments options available, they gain critical knowledge regarding the ins-and-outs of self-direction, as well as IRS rules and regulations. Additionally, we promote and regularly attend local investor networking events that our clients, peers, and friends are invited to—giving us all the opportunity to talk to, learn from, and connect with each other.
Advanta IRA University (Advanta U) is available for industry professionals (realtors, tax professionals, attorneys) to become designated self-directed IRA specialists. As such, they become an incredible resource for their own clients and potential clients who are investors.
We also provide courses for realtors and CPAs to achieve required continuing education hours in their industry. This curriculum is focused around self-directed investing, how it works, and how it applies in their fields of expertise.
As for our own team, Advanta IRA staff members complete training and continually educate ourselves so we have our fingers on the pulse of our own industry. 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. While we do not sell investments or give investing, tax, legal, or financial advice, this experience allows us to provide valuable expertise and service that our clients deserve.
Control is key.
When you choose to self-direct, you gain control over your retirement funds and the freedom to make your own investing decisions. The guideline is to find what you know best and invest. Those who own self-directed IRAs and other plans believe their chances of building successful retirement income have greater potential when they can choose assets based on their own knowledge and expertise. They set out to reach these goals by investing in alternative assets they know and understand, within their own comfort zones.
Advanta IRA assists in this process in several ways. We control the devil that’s in the details required by the IRS to ensure our clients maintain accounts that are compliant within these regulations. We create and file reports on your behalf, issue statements, and help you follow contribution limits and transaction guidelines.
A key advantage we offer is our highly effective concierge-type service. When you open your account with us, you are paired with a client services representative at Advanta IRA who closely works with you throughout your relationship with us. You receive one-on-one interaction with the same person who knows not just your name, but who is familiar with the intimate details of your accounts, your investments, your hopes and dreams. Your client services representative maintains expert administration of your accounts—so you can concentrate on the more important task of confidently identifying and acquiring investments that have the greatest potential.
Diversity is essential.
While you can acquire traditional investments in self-directed accounts, the point is that you can broaden your horizons and look far beyond stocks, bonds, and mutual funds. You’re free to explore real estate, private lending options, precious metals, private equity, and crowdfunding opportunities, and much more. You can even invest in foreign land or operate a business within your self-directed account.
But, diversity does not begin with your investing choices. It begins by choosing the right self-directed plan administrator.
Make sure the administrator you choose facilitates the investments you wish to make. Not all plan administrators are equipped to maintain every available alternative asset—but Advanta IRA is. And, we make it easy to invest your self-directed retirement plan into assets that you know, understand and control.