GETTING STARTED WITH A SELF-DIRECTED IRA
How to Get Started with a Self-Directed IRA
Ready to open a new account but don’t know how? The process is easy, and we’ve broken it down into a few simple steps. Let’s get started!
Opening an account with Advanta IRA only takes a few minutes. We pair you with your own client account manager who guides you every step of the way.
Add funds by making a cash contribution or by moving or transferring funds from an existing IRA or 401(k) plan.
Choose from a wide variety of alternative investments including real estate, notes and mortgages, single member LLCs, private placements and private stock, precious metals, and other assets.
Opening a self-directed IRA is simple.
Or give us a call at 800-425-0653