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Take Charge of Your IRA with Checkbook Control
If you want an extra degree of control when you invest with your IRA, you should consider a checkbook IRA. Checkbook IRAs offer you the ability to fully control your IRA with the ability to write checks directly and make deals happen at any time. Many investors choose the checkbook IRA, so they can make deals on their own time, but is it the right strategy for you?
During this webinar, Alex Perny of Advanta IRA will cover:
- How to establish checkbook IRA
- What types of entities are used for checkbook control IRAs
- What freedoms are offered by a checkbook control IRA
- The methods for deploying this strategy in an IRA
WEBINAR DETAILS
This webinar took place on 2/4/2021, but you can still watch it here.
Contact Us with any questions.
About the Presenter
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.
Take Charge of Your IRA with Checkbook Control
If you want an extra degree of control when you invest with your IRA, you should consider a checkbook IRA. Checkbook IRAs offer you the ability to fully control your IRA with the ability to write checks directly and make deals happen at any time. Many investors choose the checkbook IRA, so they can make deals on their own time, but is it the right strategy for you?
During this webinar, Alex Perny of Advanta IRA will cover:
- How to establish checkbook IRA
- What types of entities are used for checkbook control IRAs
- What freedoms are offered by a checkbook control IRA
- The methods for deploying this strategy in an IRA
WEBINAR DETAILS
This webinar took place on 2/4/2021, but you can still watch it here.
Contact Us with any questions.
About the Presenter
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.
