Webinar – New Year, New Strategy—The Checkbook Control IRA LLC

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New Year, New Strategy—The Checkbook Control IRA LLC

This webinar took place on 2/1/2024, but you can watch it below.

Contact Us with any questions.

Have you ever heard of a checkbook control IRA LLC? Do you know what a powerful difference this investing structure can make to help you build retirement wealth? If not—you don’t want to miss this webinar.

After all, the new year is a time for new beginnings. And this account makes it easy to invest and maintain your investments by giving you checkbook control over your retirement funds.

Advanta IRA’s Alex Perny explains how beneficial this retirement plan structure is, and he’ll walk you through the steps of how to create a checkbook control IRA LLC. He illustrates how advantageous it is to write checks from your retirement funds for investments and how easy it is to pay related expenses.

You’ll learn:

  • The basics of a checkbook control IRA LLC
  • How to form an LLC
  • How LLC operating agreements work

About the Presenter

Headshot of Alex Perny

Alex Perny

Alex graduated from Eckerd College in Saint Petersburg with a bachelor’s degree in business administration in 2011. He joined Advanta IRA in 2012 and holds the distinct designation of Certified IRA Services Professional (CISP). His specialty and knowledge enable him to educate clients and investors on self-directed IRAs in various seminars, webinars, and networking events. Alex is a jack of all trades, but he can often be found tinkering on various car projects or spending time with his wife and dog.

Details

Date:
February 1
Time:
12:00 pm - 1:00 pm EST
Cost:
FREE
Event Category:
Event Tags:
,

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

New Year, New Strategy—The Checkbook Control IRA LLC

This webinar took place on 2/1/2024, but you can watch it below.

Contact Us with any questions.

Have you ever heard of a checkbook control IRA LLC? Do you know what a powerful difference this investing structure can make to help you build retirement wealth? If not—you don’t want to miss this webinar.

After all, the new year is a time for new beginnings. And this account makes it easy to invest and maintain your investments by giving you checkbook control over your retirement funds.

Advanta IRA’s Alex Perny explains how beneficial this retirement plan structure is, and he’ll walk you through the steps of how to create a checkbook control IRA LLC. He illustrates how advantageous it is to write checks from your retirement funds for investments and how easy it is to pay related expenses.

You’ll learn:

  • The basics of a checkbook control IRA LLC
  • How to form an LLC
  • How LLC operating agreements work

About the Presenter

Headshot of Alex Perny

Alex Perny

Alex graduated from Eckerd College in Saint Petersburg with a bachelor’s degree in business administration in 2011. He joined Advanta IRA in 2012 and holds the distinct designation of Certified IRA Services Professional (CISP). His specialty and knowledge enable him to educate clients and investors on self-directed IRAs in various seminars, webinars, and networking events. Alex is a jack of all trades, but he can often be found tinkering on various car projects or spending time with his wife and dog.