What we’re about
Does the idea of passive income sound good to you, but you are not sure how to get started? Do you lose sleep over your retirement account because you worry about the market? Did you pass up on an investment opportunity because you didn't think you had the money to invest?
Advanta IRA, a leader in self-directed account administration, provides cutting edge educational events that give you the knowledge you need to take control of your IRA to maximize your retirement wealth.
Upcoming events (4+)
See all- Network event10 attendees from 5 groups hostingHow to Structure Joint Ventures for Real Estate DealsLink visible for attendees
Joint ventures are a form of partnering in which investors pool funds, knowledge, and resources to achieve an investment goal. A joint venture is common practice when investing in real estate but understanding how to structure these deals is as crucial to success as the deal itself.
Stella Han, CEO of Fractional, joins Advanta IRA’s Scott Maurer to share her tips on how to properly form joint ventures for real estate investments. Stella’s real estate investing superpower is underwriting, and she loves helping other investors acquire essential skills in structuring deals.
You’ll learn:
- Legal structures of joint ventures
- Tax ramifications of this strategy
- Different ways to split the profits
- Creating a win for all parties
You must register here to receive the webinar link.
- Network event4 attendees from 5 groups hostingReal Estate Basics for SDIRA InvestingLink visible for attendees
Did you know you can use your tax-advantaged retirement dollars, like your IRA, to invest in real estate like rental properties, fix-and-flips, raw land, and more? Real Estate is actually one of the most common asset classes for self-directed retirement account investors.
In this webinar, Corey Daharsh of Advanta IRA will cover the basics and show you how easy it is to invest your IRA in real estate. He’ll explain the process, common purchasing strategies, prohibited transactions, and more.
Don’t miss this opportunity to learn how to leverage real estate to build retirement wealth. Register today.
You must register here to receive the webinar link.
- Network event3 attendees from 5 groups hostingRetirement Plan Contributions & Deadlines for 2024Link visible for attendees
The deadline for income tax filing is looming—and that date coincides with retirement plan contributions and deadlines to open accounts and earmark contributions for the 2024 tax year.
If you aren’t sure if you have maxed out your contributions for 2024 or if you are looking for some tax-savings strategies that count towards last year’s income tax return, don’t miss this important webinar.
During this webinar, Alex Perny of Advanta IRA will cover the following:
- Contribution limits for the current tax year (as well as the restrictions on deducting some of those contributions)
- IRS tax reporting for your annual contributions
- Fair market valuations of your account assets
- Important deadlines to be aware of for opening and/or contributing to your retirement account (highlighting that time of year when you can “double up” your contributions)
You must register here to receive the webinar link.
- Network event4 attendees from 5 groups hostingInvesting in Films—Opportunities & Insights on Movie ProductionsLink visible for attendees
You are invited to attend an exclusive webinar exploring the unique world of investing in films. This session is designed for anyone interested in diversifying their portfolio and learning how to navigate the creative and financial aspects of movie production.
Filmmaker and producer Michael Boccalini joins producer Steve Hodgetts, along with Advanta IRA’s Larissa Greene, for a comprehensive discussion on the essentials of investing in films.
They will share their combined success and expertise and will cover:
- A checklist for first-time film investors
- The structure of a typical film production investment
- How investors receive returns
- Others involved in the investment
- How to perform due diligence
Discover how investing in films can add both excitement and diversity to your investment strategy.
You must register here to receive the webinar link.
Past events (280)
See all- Network event6 attendees from 5 groups hostingPassive Investing 101This event has passed