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February 2019

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

February 7 @ 11:45 am - 1:15 pm
Piedmont Center (Bldg. 5), 3525 Piedmont Rd., NE Bldg. 5, Suite 100
Atlanta, GA 30305 United States
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advanta sdira lunch and learn event

Using a "checkbook IRA" is a unique concept that many people have employed over the years for their self-directed IRA. A "checkbook IRA" gives the IRA owner the ability to make IRA investments faster and have much more control over the cash in their IRA account for their various real estate investments. Once someone has decided they want checkbook control for their IRA, the next question becomes: what type of entity should i establish to gain the control? During this…

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Lunch Seminar: Rentals, Rehabs, and Notes in Your Self-Directed IRA (Tampa Bay)

February 8 @ 12:00 pm - 1:00 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

The most popular type of investment held in self-directed IRAs is real estate. Investing in real estate though is such a broad phrase and includes anything from rehabbing and flipping a house to long or short term rentals and also being a private mortgage lender. During this lunch seminar, we will discuss how you can use your IRA or old 401(k) funds to invest in all of these types of real estate investments. There are a few rules that you…

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Webinar: The Checkbook IRA

February 13 @ 12:00 pm - 1:00 pm

Whether you are looking to use your IRA funds on the courthouse steps, pay your construction vendors onsite, or simply want to hold all of your IRA assets in one place, the checkbook IRA may be for you. Many people have achieved this level of control for their IRA using either an LLC or private trust. During this webinar, we will explore both of these types of structures, and cover the positives and negatives of each. Larissa Greene and Mike…

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Webinar: OPM and IRA – Using IRAs as a Private Lending Source

February 19 @ 12:00 pm - 1:00 pm
advanta sdira webinar

Many people in the real estate investing world have heard of OPM, or Other People's Money. Using OPM is a favored technique as it allows an individual to get more creative with financing and lending terms for their investment. OPM also allows that "other person" to achieve better or more consistent returns on their money than they would get through a bank account. During this online seminar, you will learn how you can raise capital for your deals using IRAs…

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Workshop: How to Invest in Tax Deeds (Tampa)

February 22 @ 12:00 pm - 1:30 pm
Advanta IRA – Tampa Bay Area, 13191 Starkey Road, Suite 2
Largo, 33773 United States
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Logo for the Advanta IRA self-directed IRA services Lunch & Learn event

It doesn't always take tens (or hundreds) of thousands of dollars to make money in real estate. More individuals are discovering that you can invest in tax deeds with less money than it takes to make an annual IRA contribution. However, investing in tax deeds does take a bit of knowledge to get started. During this lunch workshop, we have invited Wendy Ballard, a Senior Paralegal, to explain what you need to know about buying tax deeds as an investment…

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Webinar: 2019 Real Estate Trends with Neal Bawa

February 27 @ 12:00 pm - 1:00 pm
Advanta sdira webinar

You won't want to miss this dynamic webinar featuring Scott Maurer of Advanta IRA and Neal Bawa of Grocapitus and MultifamilyU.  Neal will cover some of the major real estate trends to look out for in 2019, and how that will impact the outlook for investors. What does 2019 look like in terms of jobs, inflation, consumer confidence? What impact will rising interest rates have to real estate prices and investments? During the webinar, participants will be able to ask…

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March 2019

Seminar: Peer to Peer Lending with Your IRA (Atlanta)

March 1 @ 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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Logo for the Advanta IRA self-directed IRA services Lunch & Learn event

Do you want to determine the rate at which your IRA will grow? Would you like to have a consistent return year after year? Have you ever considered lending money from your IRA? Rather than have your IRA purchase real estate and then have to deal with toilets and tenants, your IRA can loan money to other individuals for their rehabs, flips and investment rental property. When your IRA acts as a lender, you get to set the terms of…

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Seminar: The Ultimate Control IRA (Tampa Bay)

March 8 @ 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

Many IRA custodians claim to allow you greater freedom and flexibility in choosing your IRA investments. But they are not giving you the whole story. Join us for this interactive seminar on how you can open up your retirement account to a world of possibilities, beyond what your standard IRA custodian can offer. Whether looking to diversify or simply looking for other options, this seminar will explain how you can do both with a self-directed IRA. During this seminar, Alex…

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Webinar: 10 Reasons to Choose a Solo 401(k) with Dorsie Boddiford Kuni

March 15 @ 12:00 pm - 1:00 pm

Do you qualify for a Solo 401(k) but have not set one up yet? Are you not sure exactly what a Solo 401(k) is and if you qualify? Well, what are you waiting for?! Dorsie Boddiford Kuni, full-time real estate investor and co-author of The Solo 401(k): The Entrepreneur's Guide to a Powerful Pension Plan, will share why the Solo 401(k) is her vehicle of choice for investing retirement funds. If you have you have your own business and have…

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Webinar: Get Control! Using Your IRA to Invest in Real Estate

March 18 @ 9:00 pm - 10:00 pm
Advanta sdira webinar

If you are looking to understand the basics of using your IRA or old 401(k) to invest in real estate, you won't to miss this webinar, hosted by Neal Bawa and MultifamilyU. During the webinar, Scott Maurer of Advanta IRA will go over what types of retirement accounts can be self-directed and how you can use those funds to invest in rental properties, private loans, multifamily syndications and much more. Neal will also touch on multifamily as an investment opportunity.…

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