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April 2018

Setting Up Your Checkbook IRA (Atlanta Area Workshop)

April 27 @ 11:45 am - 1:15 pm
Advanta IRA – Atlanta – Building 5, 3525 Piedmont Rd. NE, Bldg. 5, Suite 100
Atlanta, GA 30305 United States
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advanta sdira lunch and learn event

Please join us for one of our most popular workshops! A Checkbook IRA is a self-directed IRA that forms a single-member LLC and obtains the ability to write checks directly out of the IRA for the purchase of your investments. In this workshop, we will cover in detail the following steps to set up a Checkbook IRA, including: Naming and forming the LLC Creating the Articles of Organization Preparing the Operating Agreement Obtaining the Federal Tax Identification Number Opening a…

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Renting vs. Rehabbing in Your IRA (Tampa Bay Seminar)

April 27 @ 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

Investing in real estate with an IRA is as popular as ever. One of the key questions though when getting involved in buying investment real estate through your IRA is what your goal is with that property. We are excited to have Dan Depies of Discovery Properties Group come to talk about the pros and cons of either renting out your investment property or simply flipping the real estate for a profit. Dan will share some real-life case studies as…

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