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December 2018

Lunch Seminar: Using an LLC for Checkbook Control of Your IRA (Atlanta)

December 14 @ 11:45 am - 1:15 pm
Advanta IRA – Atlanta – Building 8, 3525 Piedmont Rd. NE, Bldg 8, Ste 101
Atlanta, GA 30305 United States
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Advanta IRA self directed IRA seminar

Checkbook Control, Checkbook IRA, Checkbook LLC--have you heard these terms, but aren't sure what the benefits are, how they work, how to set one up, or what type of entity you should use to gain the control? Mike Ventry of Advanta IRA will cover all of this and more at this lunch seminar. Using a Checkbook IRA is a unique concept that many people have employed over the years for their self-directed IRAs. A Checkbook IRA gives the IRA owner…

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Lunch Seminar: How to Set up an LLC and Checkbook Control for your IRA (Tampa Bay)

December 14 @ 12:00 pm - 1:30 pm
Advanta IRA – Tampa Bay Area, 13191 Starkey Road, Suite 2
Largo, 33773 United States
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advanta sdira lunch and learn event

Are you looking for ultimate control of your IRA? Would you like the ability to write checks on the spot for deals over coffee or on the courthouse steps? Have you heard of using an LLC, but aren't sure if it's the right strategy for you? Many investors want real control over their IRA, but aren't sure what steps to take to get that control. During this lunch and learn, Larissa Greene will discuss ways to structure deals using entities for checkbook…

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Webinar: Tax Deductions for Business Owners

December 18 @ 12:00 pm - 1:00 pm
Advanta sdira webinar

Do you need tax deductions? Do you own your own business? If you answered 'YES', a Solo 401(k) could be a great way for you to save thousands on your taxes while adding thousands to your retirement account. But the 2018 Deadline is approaching and you don't want to miss it. There are a lot important rules and deadlines that impact your retirement planning that you need to be aware of, especially if you are considering a Solo 401(k). Alex…

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