Webinar – Private Stock in Your SDIRA or Solo 401(k)

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Private Stock in Your SDIRA or Solo 401(k)

This webinar took place on 5/2/2024, but you can watch it below.

Contact Us with any questions.

Most publicly traded stocks, bonds, and mutual funds are held through financial advisors via fiduciary custodians. But did you know you can also hold private stock in a self-directed retirement plan?

Corey Daharsh of Advanta IRA leads this webinar and shares how easy it is to setup a self-directed IRA or solo 401(k) to invest in private stock. Your self-directed funds can invest in stock in a local bank, restaurant, or other businesses and entities that have not yet started trading on the public market.

Corey also explains the Rollover for Business Startup (ROBS) strategy, which allows you to use your retirement account to fully fund any business.

Don’t miss this informative session that covers an interesting and beneficial way self-directed investing can work for you.

About the Presenter

Corey DaharshHeadshot of Advanta IRA's business development specialist Corey Daharsh.

Corey Daharsh is a self-directed retirement investing expert with over ten years of experience in the financial industry, holding the prestigious designation of Certified IRA Services Professional (CISP). Starting in high school, Corey found his passion for understanding the complexities of financial literacy and educating others to help them use diverse investment strategies to prosper fiscally. He enjoys leaving a positive impact and has proven to be adept at breaking down unique, complex topics and concepts into simple, digestible nuggets of information that audiences love.

Details

Date:
May 2
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, Online

Private Stock in Your SDIRA or Solo 401(k)

This webinar took place on 5/2/2024, but you can watch it below.

Contact Us with any questions.

Most publicly traded stocks, bonds, and mutual funds are held through financial advisors via fiduciary custodians. But did you know you can also hold private stock in a self-directed retirement plan?

Corey Daharsh of Advanta IRA leads this webinar and shares how easy it is to setup a self-directed IRA or solo 401(k) to invest in private stock. Your self-directed funds can invest in stock in a local bank, restaurant, or other businesses and entities that have not yet started trading on the public market.

Corey also explains the Rollover for Business Startup (ROBS) strategy, which allows you to use your retirement account to fully fund any business.

Don’t miss this informative session that covers an interesting and beneficial way self-directed investing can work for you.

About the Presenter

Corey DaharshHeadshot of Advanta IRA's business development specialist Corey Daharsh.

Corey Daharsh is a self-directed retirement investing expert with over ten years of experience in the financial industry, holding the prestigious designation of Certified IRA Services Professional (CISP). Starting in high school, Corey found his passion for understanding the complexities of financial literacy and educating others to help them use diverse investment strategies to prosper fiscally. He enjoys leaving a positive impact and has proven to be adept at breaking down unique, complex topics and concepts into simple, digestible nuggets of information that audiences love.