- This event has passed.
Raising Capital with Self-Directed IRAs
Where can you find funds for your next real estate deal or private fund? Through self-directed IRAs of course! Many people raising capital do not realize that their pool of investors can also include the retirement plans of their existing contacts. Understanding this can open up considerable sums of money from existing investors while offering a myriad of amazing tax benefits for each investor. During this webinar Scott Maurer will cover:
- Why IRAs are the first choice of funds for many investors
- What motivates individuals to use their IRAs in privately-held deals
- The steps an investor takes to deploy their retirement funds into private syndications, stock offerings, and limited partnerships
- How Advanta can help you inform your investors about this investment option
Webinar Details
This webinar took place on 1/31/2023, but you can still watch it here.
Contact Us with any questions.
About the Presenter
Scott Maurer, JD, CISP
Scott is an attorney and a graduate of the University of Florida Law School. Scott started his career with Advanta IRA in 2006. His experience with various investment types and their unique processes makes him an invaluable asset. Scott holds the designation of Certified IRA Services Professional (CISP) and leads engaging seminars and webinars that educate the public on the intricacies of self-directed IRAs. Outside of work, Scott is an avid Tampa Bay Lightning and Tottenham Hotspur fan and loves to spend time with his family.
Raising Capital with Self-Directed IRAs
Where can you find funds for your next real estate deal or private fund? Through self-directed IRAs of course! Many people raising capital do not realize that their pool of investors can also include the retirement plans of their existing contacts. Understanding this can open up considerable sums of money from existing investors while offering a myriad of amazing tax benefits for each investor. During this webinar Scott Maurer will cover:
- Why IRAs are the first choice of funds for many investors
- What motivates individuals to use their IRAs in privately-held deals
- The steps an investor takes to deploy their retirement funds into private syndications, stock offerings, and limited partnerships
- How Advanta can help you inform your investors about this investment option
Webinar Details
This webinar took place on 1/31/2023, but you can still watch it here.
Contact Us with any questions.
About the Presenter
Scott Maurer, JD, CISP
Scott is an attorney and a graduate of the University of Florida Law School. Scott started his career with Advanta IRA in 2006. His experience with various investment types and their unique processes makes him an invaluable asset. Scott holds the designation of Certified IRA Services Professional (CISP) and leads engaging seminars and webinars that educate the public on the intricacies of self-directed IRAs. Outside of work, Scott is an avid Tampa Bay Lightning and Tottenham Hotspur fan and loves to spend time with his family.
