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Investing in Startups & Private Equity with an SDIRA
This webinar took place on 10/31/2023, but you can watch it below.
Contact Us with any questions.
Investing in startups and private equity in a self-directed IRA (SDIRA) is one way smart individuals build retirement wealth using alternative assets. And there are plenty of private opportunities for investors of all levels.
In this webinar, Advanta IRA’s Alex Perny discusses how investing in startups and private equity works in an SDIRA. He covers what the current startup market looks like and what this means for investors and individuals who use SDIRAs. He explains how these deals are structured and how SDIRAs can effectively invest in a wide number of assets in this class, such as private stock, limited partnerships, convertible debt, debentures, and much more.
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.
Investing in Startups & Private Equity with an SDIRA
This webinar took place on 10/31/2023, but you can watch it below.
Contact Us with any questions.
Investing in startups and private equity in a self-directed IRA (SDIRA) is one way smart individuals build retirement wealth using alternative assets. And there are plenty of private opportunities for investors of all levels.
In this webinar, Advanta IRA’s Alex Perny discusses how investing in startups and private equity works in an SDIRA. He covers what the current startup market looks like and what this means for investors and individuals who use SDIRAs. He explains how these deals are structured and how SDIRAs can effectively invest in a wide number of assets in this class, such as private stock, limited partnerships, convertible debt, debentures, and much more.
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.
