Ep 3 – Upcoming Legislation & How it Can Impact Your Self-Directed Investments

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The Alternative Investing Advantage Learn how to take control and give yourself the freedom to choose where you invest your money

During this episode of the Alternative Investing Advantage podcast, Alex Perny and Scott Maurer review the Build Back Better. Specifically, they discuss the potential for the legislation’s impact on self-directed investments. Several provisions in the bill may impact people who are exploring self-direction as a strategy for their retirement funds. Most of these provisions are not discussed in mainstream media, so they often take investors by surprise when they are enacted.

Scott and Alex explain the implications of this being a “reconciliation bill.” Additionally, they briefly discuss some of the spending programs. Most of the podcast details the potential implications for investors, including changes for accredited and non-accredited investors, impacts to single-member LLCs, and investments in start-ups.

For more information on the legislation’s impact on investments, call 800.425.0653.

Do you want to be a guest on the Alternative Investing Advantage? Contact us.

About Our Guest Headshot of Advanta IRA's Scott Maurer.Scott Maurer

Scott Maurer, Vice President of Sales for Advanta IRA, is a recognized expert in the field of self-directed IRAs. He has a law degree from the University of Florida and is a designated Certified IRA Services Professional (CISP). Scott’s keen understanding of rules and regulations fuels his passion for educating others on the power of self-directed IRA investing.

Scott is a frequent guest on retirement and investing webinars and podcasts. He has shown thousands of individuals how to achieve financial freedom by teaching them how to invest in alternative assets. These include using their retirement funds to invest in private placements, real estate, private lending, and more. Throughout his two decades in the industry, he has watched numerous unique investments unfold. This has given him a great perspective of what is possible when people take control of their retirement funds and investing decisions.

On the personal side, Scott walks the walk—utilizing his own self-directed accounts to invest in real estate and start-up companies.

About Our Host Advanta IRA Alex PernyAlex Perny, CISP

Alex Perny is a business development specialist and host of Advanta IRA’s podcast, the Alternative Investment Advantage. He is a self-described policy geek who loves learning the rules and technical aspects of SDIRAs, employer plans, and IRS regulations.

For more than a decade, Alex has helped thousands invest in alternative assets. These include precious metals, real estate, private stock, notes, and countless others. Additionally, he has spoken to investors across the country about using retirement plans to invest outside the stock market. Alex believes so strongly in self-direction that he invests his own IRA and HSA in real estate and private equity.