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Be the Bank—Private Lending with an IRA
WEBINAR DETAILS
This webinar took place on 7/11/2023, but you can still watch it here.
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 and Alex Perny host this informative webinar to help you understand the process of self-directed IRA private lending:
- Who a self-directed IRA can lend to
- Unsecured notes vs secured notes
- Real estate as collateral
- How personal property can act as a security
- Borrowing from an IRA to purchase real estate
- And more
Larissa and Alex have over 20 years of combined experience helping clients navigate the investing process of alternative assets, including self-directed IRA private lending. If growing tax-sheltered retirement wealth this way interests you, you don’t want to miss this webinar.
About the Presenters
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.
Alex Perny, CISP
Alex graduated from Eckerd College in Saint Petersburg with a bachelor’s degree in business administration in 2011. He joined Advanta IRA in 2012 and holds the distinct designation of Certified IRA Services Professional (CISP). His specialty and knowledge enable him to educate clients and investors on self-directed IRAs in various seminars, webinars, and networking events. Alex is a jack of all trades, but he can often be found tinkering on various car projects or spending time with his wife and dog.
Be the Bank—Private Lending with an IRA
WEBINAR DETAILS
This webinar took place on 7/11/2023, but you can still watch it here.
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 and Alex Perny host this informative webinar to help you understand the process of self-directed IRA private lending:
- Who a self-directed IRA can lend to
- Unsecured notes vs secured notes
- Real estate as collateral
- How personal property can act as a security
- Borrowing from an IRA to purchase real estate
- And more
Larissa and Alex have over 20 years of combined experience helping clients navigate the investing process of alternative assets, including self-directed IRA private lending. If growing tax-sheltered retirement wealth this way interests you, you don’t want to miss this webinar.
About the Presenters
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.
Alex Perny, CISP
Alex graduated from Eckerd College in Saint Petersburg with a bachelor’s degree in business administration in 2011. He joined Advanta IRA in 2012 and holds the distinct designation of Certified IRA Services Professional (CISP). His specialty and knowledge enable him to educate clients and investors on self-directed IRAs in various seminars, webinars, and networking events. Alex is a jack of all trades, but he can often be found tinkering on various car projects or spending time with his wife and dog.
