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Investing through a Checkbook IRA- Tampa Bay

June 1 @ 12:00 pm - 1:30 pm

advanta sdira lunch and learn event

When looking at using a self-directed IRA to invest in different assets, many people ask: how do I get a checkbook for my IRA?

During this informative lunch seminar, we will cover the following topics:

  • What legal structures are used to get checkbook control
  • Advantages and disadvantages of checkbook IRAs
  • What retirement accounts can be used in this structure and how to move funds from those accounts
  • Case studies illustrating the process from start to finish in opening the IRA and placing your funds into a checkbook IRA

If you have been considering starting a self-directed IRA, this free lunch seminar will give you the opportunity to get your questions answered and network with other like-minded individuals

Register Now and Secure Your Seat!

Details

Date:
June 1
Time:
12:00 pm - 1:30 pm
Event Category:
Event Tags:
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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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