Self-Directed IRA & Other Accounts for Individuals & Businesses
Advanta IRA allows every alternative investment available to help you reach your retirement planning goals and achieve your dreams. There are several different types of self-directed IRA and other accounts you can use. To get started choose one that’s right for you and begin investing in assets you know and understand. The best part? If you’re interested in options that you aren’t familiar with—all you have to do is educate yourself and/or draw on the knowledge of industry professionals.
The point is, you have the freedom and control to make your own decisions and invest in anything you desire, as long as those assets are approved by the IRS.
Take control of your IRA,
401(k), HSA, or ESA and invest
in alternative assets.
Types of Self-Directed Plans
Traditional IRA
Enjoy pre-tax savings by rolling over funds from another IRA, employer or pension plan to fund this account.
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Roth IRA
Depending on your situation, potential tax-free distributions on earnings and/or penalty-free withdrawals; no RMDs.
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Solo 401(k)
A qualified profit-sharing retirement plan for the self-employed, sole proprietors, and small business owners.
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SEP IRA
Simplified Employee Pensions are low-cost, hassle-free retirement plans for small business owners and employees.
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SIMPLE IRA
Small business owners and employees benefit from pre-tax salary deferrals into this plan plus an employer contribution.
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Inherited IRA
An account for when someone inherits an IRA upon the death of a spouse, family member, or non-family member.
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Health Savings Account
HSAs allow pre-tax contributions and tax-advantaged earnings to pay for qualified medical expenses.
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Education Savings Account
ESAs provide a tax-advantaged way to build income for education expenses for you, your child, or other beneficiary.
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Qualified Recordkeeping
Allows individuals with their own pension, 401(k), or cash balance plans to invest some of their plan into alternative assets.
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