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The Power of a Checkbook Control IRA
Webinar Details
This webinar took place on 2/7/2023, but you can watch it below.
Contact Us with any questions.
If you want an extra degree of control over your retirement funds, a checkbook control IRA may be the right may be the right account structure and strategy for you. Not only can you write checks to invest at any time of day, you can also pay bills and other costs related to the investment directly from your retirement funds with a checkbook control IRA. This account structure is the top choice for many investors who want the ability and ease to invest on the spot with no hassle or wait.
During this webinar Alex Perny of Advanta IRA will explain:
- How to establish a checkbook control IRA
- What types of entities are used to form checkbook IRAs
- What freedoms come with this account structure
- The methods for deploying this strategy in an IRA
About the Presenter
Alex Perny, CISP
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.
The Power of a Checkbook Control IRA
Webinar Details
This webinar took place on 2/7/2023, but you can watch it below.
Contact Us with any questions.
If you want an extra degree of control over your retirement funds, a checkbook control IRA may be the right may be the right account structure and strategy for you. Not only can you write checks to invest at any time of day, you can also pay bills and other costs related to the investment directly from your retirement funds with a checkbook control IRA. This account structure is the top choice for many investors who want the ability and ease to invest on the spot with no hassle or wait.
During this webinar Alex Perny of Advanta IRA will explain:
- How to establish a checkbook control IRA
- What types of entities are used to form checkbook IRAs
- What freedoms come with this account structure
- The methods for deploying this strategy in an IRA
About the Presenter
Alex Perny, CISP
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.
