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August 2017
Free

Lunch & Learn: Getting Started with a Self-Directed IRA (Georgia)

August 25 @ 11:45 am - 1:15 pm
Advanta IRA – Atlanta – Bldg 8,
3525 Piedmont Rd. NE, Bldg 8, Ste 101
Atlanta, GA 30305 United States
+ Google Map
Logo for the Advanta IRA self-directed IRA services Lunch & Learn event

  During this Lunch & Learn event, we will discuss the various types of investments that we have seen clients make out of their self-directed IRA accounts and the benefits that can come with these alternative investments. We will explore how an IRA can be the borrower or the lender for a transaction. There are some basic rules for self-directed IRAs, so we will touch on the most common ones, such as disqualified persons and other potential pitfalls. We will…

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Free

Lunch & Learn: How to Get Started with a Self-Directed IRA (Florida)

August 25 @ 12:00 pm - 1:30 pm
Advanta IRA – Tampa,
13191 Starkey Road, Suite 9
Largo, 33773 United States
+ Google Map
Logo for the Advanta IRA self-directed IRA services Lunch & Learn event

During this Lunch & Learn event, we will discuss the various types of investments that we have seen clients make out of their self-directed IRA accounts and the benefits that can come with these alternative investments. We will explore how an IRA can be the borrower or the lender for a transaction. There are some basic rules for self-directed IRAs, so we will touch on the most common ones, such as disqualified persons and other potential pitfalls. We will show…

Find out more »
September 2017
Free

Lunch & Learn: Managing Rental Real Estate in an IRA (Georgia)

September 8 @ 11:45 am - 1:15 pm
Advanta IRA – Atlanta – Bldg 8,
3525 Piedmont Rd. NE, Bldg 8, Ste 101
Atlanta, GA 30305 United States
+ Google Map
Logo for the Advanta IRA self-directed IRA services Lunch & Learn event

During this seminar, you will learn how to invest in rental property and other real estate assets, using a self-directed real estate IRA. Rental properties in a real estate IRA are very popular for investors. These accounts can offer great benefits to you in building your retirement income. When you use a self-directed IRA to acquire real estate assets, your income grows tax-free! You simply make the purchase directly from funds in the account and your IRA becomes the owner of the real estate asset. All income then grows tax-free, preserving…

Find out more »
Free

Lunch & Learn: Managing Rental Real Estate in an IRA (Florida)

September 8 @ 12:00 pm - 1:30 pm
Advanta IRA – Tampa,
13191 Starkey Road, Suite 9
Largo, 33773 United States
+ Google Map
Logo for the Advanta IRA self-directed IRA services Lunch & Learn event

During this seminar, you will learn how to invest in rental property and other real estate assets, using a self-directed real estate IRA. Rental properties in a real estate IRA are very popular for investors. These accounts can offer great benefits to you in building your retirement income. When you use a self-directed IRA to acquire real estate assets, your income grows tax-free! You simply make the purchase directly from funds in the account and your IRA becomes the owner of the real estate asset. All income then grows tax-free, preserving…

Find out more »
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