Self-directed IRAs are powerful retirement plans that allow account owners to use alternative investments, such as real estate and private equity, to build retirement wealth.
Real estate IRAs are popular with people who want diversity and leverage against potential losses in the stock market. You can choose your own assets including commercial and residential property, raw land, as well as tax liens and deeds.
Blogs, events, videos, case studies, rules and forms—find all of the tools and resources you need to take control of your retirement funds and invest with confidence.
Advanta IRA provides unparalleled customer service, an innovative learning platform, and industry expertise to help you self-direct your retirement funds and successfully invest.
Corey Daharsh, CISP—Business Development Specialist
Since 2016 I’ve had the opportunity to impact hundreds of clients by providing diligent and thorough assistance with transactions ranging from small, hard money lending to multi-million dollar real estate deals. As a Business Development Specialist, I leverage everything I’ve learned from personal experiences, networking events, and continuing education to help you, the investor, confidently invest using your self-directed IRA or 401(k). To learn more, discuss your goals, or get started, please give me a call at 727.223.3046, email me, or schedule a consultation with me.
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
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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.
“I love Advanta IRA because their reps are very knowledgeable and helpful. In particular, Corey Daharsh, my former assigned rep, was friendly, professional, and promptly met all my requests. He even sent me the proper forms I needed for specific transactions which saved me a lot of time and aggravation. I’ve missed Corey since he was transferred to another office but I know that he will be successful in his new position as a sales consultant and presenter for Advanta IRA.” —Janice
“I cannot find words to express the excellence and the highest standards that you run this company. I have had only exemplary contact and interactions with Corey directly, and Paul, indirectly. Corey is professional, engaging, polite, diplomatic, and upbeat. I could not be happier I chose Advanta IRA.
I am recommending you to my Facebook friends.” —Stephen
Corey Daharsh, CISP—Business Development Specialist
Corey Daharsh, CISP—Business Development Specialist
