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Self-Directed IRA with Checkbook Control (Tampa Bay Seminar)

March 23 @ 12:00 pm - 1:30 pm

| Free

We will be hosting local attorney Mark Payne for lunch to discuss the popular checkbook control structure of self-directed IRAs. 

Mark will cover the best practices when using the Checkbook IRA structure and how these entities work. In addition to being an attorney, Mark also works with many of our clients to help them set up their checkbook control LLCs.
Self-directed IRA owners already enjoy the freedom and control they get with the ability to choose any alternative investment. And when you add the additional freedom and control you gain when using a checkbook IRA, you will easily see why this plan structure is favored by many investors.
In this seminar, we will cover:
  • The steps to set up a single-member LLC
  • How a Checkbook IRA works
  • Benefits and risks that come with a Checkbook IRA
  • IRS rules, regulations, and prohibited transactions
  • Making your investment purchase using a Checkbook IRA

Details

Date:
March 23
Time:
12:00 pm - 1:30 pm
Cost:
Free
Event Category:
Event Tags:
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Website:
https://info.advantaira.com/sdira-lnl-checkbook-control-032318-tampa

Organizer

Advanta IRA
Phone:
800-425-0653
Email:
info@AdvantaIRA.com
Website:
https://www.advantaira.com/

Other

Select an office location for this event
Tampa, FL

Venue

Advanta IRA – Tampa Bay Area
13191 Starkey Road, Suite 2
Largo, 33773 United States
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