Our guest author, Jonathan Leiter, Vice President – Business Development & Investor Relations for Excelsior Capital, explains the new definition of accredited investor in this timely and informative article. For nearly 40 years—spanning six different US Presidents, nine different SEC Chairs and five bull markets—the definition of “accredited … Read More
Guest blog by Steve Landaal, VP of Portfolio Management at HIS Capital Funding I remember as a boy, my grandmother Anna safely retired off her bank CDs. She earned a fair interest rate at that time, and she enjoyed predictable monthly payments, which paid her monthly bills. With current … Read More
Guest blog by investor Laura Oldanie It feels so good to invest my retirement funds in socially responsible investments, knowing my money is working to solve social and environmental problems instead of causing them. The vehicle that enables me to direct these funds this way is the checkbook … Read More
Any new venture can be intimidating, and that’s certainly the case with real estate investing. I hear questions constantly from new or prospective investors who are worried about risk. Sure, there are horror stories about investors who lost it all, but if you play your cards right … Read More
This is a guest blog written by Doug Smith of Castle Rock Capital Management More and more self-directed IRA owners lend money from their IRAs than ever before. Private lending investments are an amazing way to grow your IRA’s balance to new heights and secure your future with … Read More
By Marie Burnham, Sales Executive | REALTOR® | New Home Specialist with Berkshire Hathaway HomeServices | Advanta IRA Self-Directed IRA Specialist As I was signing up for another class related (this time) to my real estate career, I started to consider how many classes—on a wide range of … Read More
Guest Blog by Kathleen Gaspari Kathleen Gaspari is a recent graduate of Advanta IRA University (Advanta U), where she earned the designation of self-directed IRA specialist. She works for Berkshire Hathaway Home Services and is incredibly experienced in the investment property realm. We believe the knowledge she provides … Read More
Advanta IRA Administration is pleased to announce that Atlanta-area property management managers, Chris and Donna Littleton, have completed Advanta IRA University (Advanta U) courses and now hold the title of self-directed IRA specialists. Advanta U is a series of sophisticated yet simple educational courses designed to teach certain … Read More
Advanta IRA Administration is pleased to announce that Atlanta-area Realtor® Jennifer Butler has completed Advanta IRA University (Advanta U) courses and now holds the honorable title of self-directed IRA specialist. Advanta U is a series of sophisticated yet simple educational courses designed to teach certain professionals about self-directed … Read More
My wife, Mary, and I invest our retirement savings using a self-directed IRA with Advanta IRA. We use these funds to invest in real estate assets, specifically mortgage notes, rental properties, and rehab-and-flips. Why do we like self-directed plans? We like having control over our own investment decisions. When … Read More
