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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
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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…

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Free

LIVE WEBINAR: Power of a Roth IRA

August 29 @ 12:00 pm - 1:00 pm
couple watching webinar for Advanta IRA self directed IRA services

In our educational seminars and webinars, we speak about the benefits of investing in alternative investments using IRA, 401(k) and SEP funds. In nearly all cases, your earnings can be tax-deferred, but there are even greater tax savings to be realized if the earnings come from the investment of Roth IRA funds! For those eligible to contribute to a Roth, earnings on these funds grow tax-free! Initially, only those under a certain income level could benefit from having a Roth…

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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…

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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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