Clay Malcolm, CISP – Advanta IRA

Take Control of Your Retirement

Let’s work together to create a strategy that minimizes taxes on investments, produces the returns that you want, that is truly diversified, and that makes you confident in your financial future.

As a veteran self-directed IRA educator and fellow self-directed IRA investor, I am your resource for core concepts as well as little-known details related to self-directed investing.

Accounts that can be Self-Directed

There are several different types of plans that can purchase the assets listed below.

Individual Accounts

  • Traditional IRA
  • Roth IRA
  • HSA – Health Savings Account

Employer Accounts

  • Solo 401(k)
  • SEP IRA
  • SIMPLE IRA

Ready to Get Started?

Open your account with Docusign

Alternative Investment Options

Alternative assets can potentially build wealth at a faster pace than traditional stocks, bonds, and mutual funds. With a self-directed IRA, you and your financial team choose your investments.

Real Estate

  • Residential
  • Commercial
  • Agriculture
  • Oil and gas
  • Land speculation
  • Debt leveraged or not
  • Partnership options

Promissory Notes /
Private Lending

  • Origination loans
  • Purchase discount notes
  • Fractional or whole notes

Private Equity

  • Real estate funds
  • Start-ups
  • Venture  capital
  • Impact investing

Want to Learn More?

Contact Clay Malcolm

800.425.0653 X 1147
[email protected] or

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