Webinar – Do’s & Don’ts When Investing with Retirement Funds

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Do’s & Don’ts When Investing with Retirement Funds

Are you a seasoned investor, or just starting out on your retirement investing journey? It is important to know the rules when investing with retirement funds. Join Advanta IRA’s Reneika Lightbourne as she shares self-directed IRA rules and regulations. She will discuss:

  • Prohibited transactions and investment restrictions
  • Annual contributions for various account types
  • Transfer and direct rollover options
  • What UBIT (unrelated business income taxes) and UDFI (unrelated debt-financed income) are, and how to navigate them

Register today to learn these important rules for investors at every stage of their investments.

Webinar Details

Tuesday, June 21, 2022
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 NOW

About the Presenter

Reneika Lightbourne, CISPReneika Lightbourne

Reneika grew up in The Bahamas, but attended Lindenwood University in St. Charles, MO where she received degrees in Corporate Communications and Nonprofit Management. Prior to joining Advanta IRA she worked in B2B financial services in Atlanta. As a Business Development Specialist, Reneika assists clients in the greater Atlanta area with using self-directed IRAs to invest in alternative assets.  Reneika is an avid sports and art lover, an active real estate investor and enjoys spending time with family.

 

Details

Date:
June 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

Do’s & Don’ts When Investing with Retirement Funds

Are you a seasoned investor, or just starting out on your retirement investing journey? It is important to know the rules when investing with retirement funds. Join Advanta IRA’s Reneika Lightbourne as she shares self-directed IRA rules and regulations. She will discuss:

  • Prohibited transactions and investment restrictions
  • Annual contributions for various account types
  • Transfer and direct rollover options
  • What UBIT (unrelated business income taxes) and UDFI (unrelated debt-financed income) are, and how to navigate them

Register today to learn these important rules for investors at every stage of their investments.

Webinar Details

Tuesday, June 21, 2022
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 NOW

About the Presenter

Reneika Lightbourne, CISPReneika Lightbourne

Reneika grew up in The Bahamas, but attended Lindenwood University in St. Charles, MO where she received degrees in Corporate Communications and Nonprofit Management. Prior to joining Advanta IRA she worked in B2B financial services in Atlanta. As a Business Development Specialist, Reneika assists clients in the greater Atlanta area with using self-directed IRAs to invest in alternative assets.  Reneika is an avid sports and art lover, an active real estate investor and enjoys spending time with family.