Shay Thomas
Take Control of Your Retirement
My name is Shay Thomas, Business Development Specialist with Advanta IRA. Let’s work together to create a strategy that minimizes taxes on investments, produces the returns that you want, that is truly diversified, and that makes you confident in your financial future.
Accounts that can be Self-Directed
There are several different types of plans that can purchase the assets listed below.
Individual Accounts
- Traditional IRA
- Roth IRA
- HSA – Health Savings Account
Employer Accounts
- Solo 401(k)
- SEP IRA
- SIMPLE IRA
Ready to Get Started?
Open your account with DocuSign
Alternative Investment Options
Alternative assets can potentially build wealth at a faster pace than traditional stocks, bonds, and mutual funds. With a self-directed IRA, you and your financial team choose your investments.
Real Estate
- Residential
- Commercial
- Agriculture
- Oil and gas
- Land speculation
- Debt leveraged or not
- Partnership options
Promissory Notes /
Private Lending
- Origination loans
- Purchase discount notes
- Fractional or whole notes
Private Equity
- Real estate funds
- Start-ups
- Venture capital
- Impact investing
Want to Learn More?
Contact Shay Thomas
800.425.0653 X 1147
[email protected] or
Schedule a time with Calendly
