Professional Resources

Self-Directed IRA Professional Resources

Self-direction is a unique, proven strategy for building wealth in your IRA. But, there are IRS rules you should know. It is crucial to have knowledgeable, trusted professionals—in addition to the Advanta IRA team—to assist you on your path.

Click on the links below to find professionals that Advanta IRA clients have worked with regarding their IRA investments. They are all knowledgeable experts in self-direction and alternative assets.

Most of these individuals have successfully completed specialized Advanta IRA University (Advanta U) curriculum that is tailored to their profession. This knowledge enables them to provide you with the information you need to invest with your self-directed IRA.

Free eBook

Self-Directed IRA Made Easy

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Free eBook

Invest for Success: Real Estate in Your IRA

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Free eBook

Invest for Success: What is a Solo 401(k)?

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