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Investing with Limited Funds
People who want to invest in alternative assets with their retirement funds often express their disappointment to us because they think $100K or more is needed to invest. The good news is many of our clients have found success investing with limited funds.
Some of our clients have opened accounts with only a portion of their annual Roth or traditional IRA contribution—$6,500 for 2023—and choose from alternative investments like private loans, gold and silver bars and coins, cryptocurrencies, real estate options, tax liens, and more—all with just a few thousand dollars or, in some cases, even a few hundred dollars.
During this informative webinar, Larissa Greene of Advanta IRA shares the process and strategies for investing with limited funds. Whether you are a first-time investor with little money in your retirement account or a seasoned investor looking for additional investment opportunities, you won’t want to miss this webinar.
WEBINAR DETAILS
This webinar took place on 4/25/2023, but you can still watch it here.
Contact Us with any questions.
About the Presenter
Larissa Greene, CISP
Larissa, a proud graduate of the University of South Florida, worked in the real estate field prior to bringing her skills to Advanta IRA in 2011. She has filled many roles as she has learned the business and holds the prestigious designation of Certified IRA Services Professional (CISP). In her current role, Larissa holds various interactive seminars, webinars and networking events to teach clients and investors about self-directed IRAs. When Larissa is not attending one of her many professional business groups, she can be found rehabbing antiques, crocheting, or enjoying her family’s company.
Investing with Limited Funds
People who want to invest in alternative assets with their retirement funds often express their disappointment to us because they think $100K or more is needed to invest. The good news is many of our clients have found success investing with limited funds.
Some of our clients have opened accounts with only a portion of their annual Roth or traditional IRA contribution—$6,500 for 2023—and choose from alternative investments like private loans, gold and silver bars and coins, cryptocurrencies, real estate options, tax liens, and more—all with just a few thousand dollars or, in some cases, even a few hundred dollars.
During this informative webinar, Larissa Greene of Advanta IRA shares the process and strategies for investing with limited funds. Whether you are a first-time investor with little money in your retirement account or a seasoned investor looking for additional investment opportunities, you won’t want to miss this webinar.
WEBINAR DETAILS
This webinar took place on 4/25/2023, but you can still watch it here.
Contact Us with any questions.
About the Presenter
Larissa Greene, CISP
Larissa, a proud graduate of the University of South Florida, worked in the real estate field prior to bringing her skills to Advanta IRA in 2011. She has filled many roles as she has learned the business and holds the prestigious designation of Certified IRA Services Professional (CISP). In her current role, Larissa holds various interactive seminars, webinars and networking events to teach clients and investors about self-directed IRAs. When Larissa is not attending one of her many professional business groups, she can be found rehabbing antiques, crocheting, or enjoying her family’s company.
