- This event has passed.
Raising Capital with a Self-Directed IRA
Raising capital for any project includes identifying investors and ensuring they have money to fund the project. This is sometimes an overwhelming task for sponsors of these deals.
What many people may not know is that their pool of investors is not limited to investing funds from personal accounts.
IRAs and retirement plan funds can be used alongside or instead of personal funds to invest—without taking a taxable distribution to do so. Understanding this presents significant capital from existing investors for deal sponsors and can offer a myriad of amazing tax benefits as well.
During this webinar Alex Perny & Scott Maurer will cover the process of investing retirement funds into private syndications, stock offerings, and limited partnerships. They will also explain tax benefits for investors who do this and strategies to employ these advantages. Register today to learn more.
Webinar Details
Thursday, July 21, 2022
12-1 pm ET (9-10 am PT)
Login Information
The link to join this event will be sent from Advanta IRA [email protected]. If you do not receive this email, please check your spam filter or call Advanta IRA for the link 800.425.0653.
REGISTER TODAY
About the Presenters
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.
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.
Raising Capital with a Self-Directed IRA
Raising capital for any project includes identifying investors and ensuring they have money to fund the project. This is sometimes an overwhelming task for sponsors of these deals.
What many people may not know is that their pool of investors is not limited to investing funds from personal accounts.
IRAs and retirement plan funds can be used alongside or instead of personal funds to invest—without taking a taxable distribution to do so. Understanding this presents significant capital from existing investors for deal sponsors and can offer a myriad of amazing tax benefits as well.
During this webinar Alex Perny & Scott Maurer will cover the process of investing retirement funds into private syndications, stock offerings, and limited partnerships. They will also explain tax benefits for investors who do this and strategies to employ these advantages. Register today to learn more.
Webinar Details
Thursday, July 21, 2022
12-1 pm ET (9-10 am PT)
Login Information
The link to join this event will be sent from Advanta IRA [email protected]. If you do not receive this email, please check your spam filter or call Advanta IRA for the link 800.425.0653.
REGISTER TODAY
About the Presenters
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.
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.
