Real estate IRAs are popular with people who want diversity and leverage against potential losses in the stock market. You can choose your own assets including commercial and residential property, raw land, as well as tax liens and deeds.
Millions of investors are seeking professional advice for investing trillions of dollars in U.S. retirement assets. Understanding and embracing self-directed IRAs means a new source of clients, investors, and capital.
Join like-minded investors where you will have the unique opportunity to network, pitch, and promote some of your haves and wants. All are welcome and are encouraged to present topics for discussion to the group. Read More
With over 20 years combined experience and expertise, Scott Maurer and Alex Perny will explain how checkbook IRAs are structured, what benefits they offer, how to use an LLC or trust for checkbook control in a self-directed IRA, and much more. Read More
Investing in mobile homes can be economical and provide great cash flow, but you need to understand what due diligence to perform before investing. Our guest expert, Adrian Smude, will provide tips and strategies. Read More
The ability of taxpayers to move funds from a Traditional IRA to a tax-free Roth IRA is one of the great underpinnings of our current tax code. Is NOW the right time to use Roth conversions to your advantage? Read More
How will the new regulations enacted with the passing of the SECURE Act impact your taxes this year? Alex Perny of Advanta IRA will review the benefits and potential pain points of this new legislation and what it means for you and your income taxes. Read More