Webinar – Be the Bank—Private Lending with an IRA

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Be the Bank—Private Lending with an IRA

This webinar took place on 2/13/2024, but you can watch it below.

Contact Us with any questions.

Do you know that your IRA can “be the bank”? Self-directed IRA private lending is one of the most common investing strategies we see at Advanta IRA, but there are several components that you need to be aware of before you get started.

Advanta IRA’s Larissa Greene hosts this informative webinar to help you understand the process of self-directed IRA private lending:

  • How your IRA can be the bank
  • Setting terms of the loan
  • Loans secured by a mortgage or deed of trust
  • Loans secured by non-real estate collateral
  • Unsecured notes
  • IRA borrowing

Private lending from your self-directed IRA is a great way to capitalize on the potential of earning passive income. And since it’s considered an IRA investment, all earnings help you build tax-sheltered retirement wealth.

 

About the Presenter

Headshot of Larissa Greene

Larissa Greene, CISP

Larissa, a proud graduate of the University of South Florida, worked in the real estate field prior to bringing her skills to Advanta IRA in 2011. She has filled many roles as she has learned the business and holds the prestigious designation of Certified IRA Services Professional (CISP). In her current role, Larissa holds various interactive seminars, webinars and networking events to teach clients and investors about self-directed IRAs. When Larissa is not attending one of her many professional business groups, she can be found rehabbing antiques, crocheting, or enjoying her family’s company.

Details

Date:
February 13
Time:
12:00 pm - 1:00 pm EST
Cost:
FREE
Event Category:
Event Tags:
,

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

Be the Bank—Private Lending with an IRA

This webinar took place on 2/13/2024, but you can watch it below.

Contact Us with any questions.

Do you know that your IRA can “be the bank”? Self-directed IRA private lending is one of the most common investing strategies we see at Advanta IRA, but there are several components that you need to be aware of before you get started.

Advanta IRA’s Larissa Greene hosts this informative webinar to help you understand the process of self-directed IRA private lending:

  • How your IRA can be the bank
  • Setting terms of the loan
  • Loans secured by a mortgage or deed of trust
  • Loans secured by non-real estate collateral
  • Unsecured notes
  • IRA borrowing

Private lending from your self-directed IRA is a great way to capitalize on the potential of earning passive income. And since it’s considered an IRA investment, all earnings help you build tax-sheltered retirement wealth.

 

About the Presenter

Headshot of Larissa Greene

Larissa Greene, CISP

Larissa, a proud graduate of the University of South Florida, worked in the real estate field prior to bringing her skills to Advanta IRA in 2011. She has filled many roles as she has learned the business and holds the prestigious designation of Certified IRA Services Professional (CISP). In her current role, Larissa holds various interactive seminars, webinars and networking events to teach clients and investors about self-directed IRAs. When Larissa is not attending one of her many professional business groups, she can be found rehabbing antiques, crocheting, or enjoying her family’s company.