Webinar – How a Checkbook Control IRA LLC is a Retirement Planning Game Changer

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How a Checkbook Control IRA LLC is a Retirement Planning Game Changer

Did you know a checkbook control IRA LLC allows you to invest in all kinds of alternative assets through the LLC? Your investments enjoy the tax-sheltered status of your retirement plan as well as the protections of the LLC. Plus, you have immediate access to your retirement funds to invest using a debit card or a check!

Advanta IRA’s Scott Maurer and Corey Daharsh will cover:

  • How to properly establish a checkbook control IRA LLC from a legal perspective
  • How to operate the account within IRS rules
  • Explain various ways to use the LLC to accomplish your investing goals

Scott and Corey will also answer your questions live, so don’t miss out! Register today.

Webinar Details

Thursday, September 21, 2023
12-1 pm ET (9-10 am PT)

Login Information

The link to join this event will be sent from Advanta IRA [email protected]. If you do not receive this email, please check your spam filter or call Advanta IRA for the link 800.425.0653.

REGISTER TODAY

About the Presenters

Advanta IRA Scott Maurer, JD, CISPScott Maurer

Scott is an attorney and a graduate of the University of Florida Law School. Scott started his career with Advanta IRA in 2006. His experience with various investment types and their unique processes makes him an invaluable asset. Scott holds the designation of Certified IRA Services Professional (CISP), leads Advanta IRA’s Business Development team, and delivers engaging seminars and webinars that educate people on the intricacies of self-directed IRAs. Outside of work, Scott is an avid Tampa Bay Lightning and Tottenham Hotspur fan and loves to spend time with his family.

Headshot of Advanta IRA's business development specialist Corey Daharsh.

Corey Daharsh

Born and raised in central Florida, Corey is a graduate of the University of South Florida. He worked in the finance and banking industry for several years before joining Advanta IRA. Corey holds the designation of Certified IRA Services Professional (CISP) and delivers exceptional service and self-directed expertise as he educates investors on the power of self-directed accounts in the Carolina/Tennessee region. Corey has a zest for everything outdoors and enjoys staying active by kayaking, hiking, and any other outdoor adventures he can take on with his wife and dogs.

Details

Date:
September 21
Time:
12:00 pm - 1:00 pm EDT
Cost:
FREE
Event Category:
Event Tags:
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Organizer

Advanta IRA
Phone
800-425-0653
Email
info@AdvantaIRA.com
View Organizer Website

Other

Select an office location for this event
Tampa Bay, FL, Atlanta, GA, Online

How a Checkbook Control IRA LLC is a Retirement Planning Game Changer

Did you know a checkbook control IRA LLC allows you to invest in all kinds of alternative assets through the LLC? Your investments enjoy the tax-sheltered status of your retirement plan as well as the protections of the LLC. Plus, you have immediate access to your retirement funds to invest using a debit card or a check!

Advanta IRA’s Scott Maurer and Corey Daharsh will cover:

  • How to properly establish a checkbook control IRA LLC from a legal perspective
  • How to operate the account within IRS rules
  • Explain various ways to use the LLC to accomplish your investing goals

Scott and Corey will also answer your questions live, so don’t miss out! Register today.

Webinar Details

Thursday, September 21, 2023
12-1 pm ET (9-10 am PT)

Login Information

The link to join this event will be sent from Advanta IRA [email protected]. If you do not receive this email, please check your spam filter or call Advanta IRA for the link 800.425.0653.

REGISTER TODAY

About the Presenters

Advanta IRA Scott Maurer, JD, CISPScott Maurer

Scott is an attorney and a graduate of the University of Florida Law School. Scott started his career with Advanta IRA in 2006. His experience with various investment types and their unique processes makes him an invaluable asset. Scott holds the designation of Certified IRA Services Professional (CISP), leads Advanta IRA’s Business Development team, and delivers engaging seminars and webinars that educate people on the intricacies of self-directed IRAs. Outside of work, Scott is an avid Tampa Bay Lightning and Tottenham Hotspur fan and loves to spend time with his family.

Headshot of Advanta IRA's business development specialist Corey Daharsh.

Corey Daharsh

Born and raised in central Florida, Corey is a graduate of the University of South Florida. He worked in the finance and banking industry for several years before joining Advanta IRA. Corey holds the designation of Certified IRA Services Professional (CISP) and delivers exceptional service and self-directed expertise as he educates investors on the power of self-directed accounts in the Carolina/Tennessee region. Corey has a zest for everything outdoors and enjoys staying active by kayaking, hiking, and any other outdoor adventures he can take on with his wife and dogs.