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 event4 attendees from 5 groups hostingHow to Evaluate Private Real Estate Investments with ConfidenceLink visible for attendees
In the world of private real estate investments, due diligence is essential for protecting capital and building long-term wealth.
This webinar breaks down a practical, step-by-step approach to assessing real estate syndications and other private deals—designed to help both new and experienced investors evaluate opportunities with confidence.
What we’ll cover:
· How to assess deals that align with your personal goals and timeline
· Common mistakes new investors make when evaluating passive investments
· Why projected returns can be misleading—and what to focus on instead
· The biggest source of risk in private real estate deals (and how to spot it)
· How to verify a sponsor’s track record instead of taking it at face value
· Critical assumptions hidden in financial models
· Real-world red flags to beware of
· A preview of a due diligence checklist for every deal
You’ll leave with a stronger understanding of what to look for, what to question, and how to protect your capital in the private markets. Whether you're new to private real estate deals or refining your current evaluation process, this session is packed with tools to help you invest with confidence.You must register here to receive the webinar link.
- Network event1 attendee from 5 groups hostingSECURE 2.0: New Rules + Higher Limits: Super Catch-Up Contributions & Roth OptioLink visible for attendees
Big changes are here for retirement savers. The SECURE Act 2.0 is giving individuals more opportunities to make Roth contributions to retirement plans other than Roth IRAs, plus super catch-up contribution amounts like never before.
In this live webinar, Larissa Greene and Alex Perny of Advanta IRA will break down the updates that could directly impact your savings strategy. From expanded Roth contribution eligibility to the new super catch-up contribution rules, you'll get a clear understanding of what's changed, who qualifies, and how to take advantage of the updates—especially if you're over 50.
Here’s what you’ll learn:
• Which retirement plans now allow Roth contributions under the SECURE Act 2.0
• What “super catch-up contributions” are and how they differ from standard catch-up rules
• Age requirements for super catch-ups
• Tax implications and planning tips for higher contributions
Whether you're revisiting your strategy or helping clients adjust theirs, this session is a must for anyone interested in maximizing contributions before retirement.You must register here to receive the webinar link.
- Network event2 attendees from 5 groups hostingWebinar – Master Building Retirement Wealth with a Do Your Own Solo 401(k) PlanLink visible for attendees
If you’re self-employed, a small business owner, or an entrepreneur, you’re a hands-on person who appreciates the flexibility and control you have in managing your own schedule and reaching your goals. You can have that same freedom and control over your retirement investments when you use what we call a “do your own” solo 401(k) plan.
Don’t miss this chance to learn how to invest in alternative assets—like real estate, private equity, and more—that you choose and control to build retirement wealth on your terms.Hosted by Advanta IRA’s Corey Daharsh, CISP, this comprehensive session explores the benefits of self-directed retirement investing and the wide range of alternative investments available in a solo 401(k) plan.
Key topics include:
- What a do your own solo 401(k) plan is and who qualifies
- How self-direction works and what it allows
- Tax strategies and contribution limits
- Rules, responsibilities, and compliance tips
- Real-life case studies and Q&A
You must register here to receive the webinar link.
- Network event3 attendees from 5 groups hostingAdvanced Real Estate Deals with Bill Cook: Creative Strategies That WorkLink visible for attendees
Creative deal structuring is one of the most powerful—but least understood—tools in real estate investing. In this special webinar on real estate deals with Bill Cook, you’ll discover how advanced creative strategies can turn seemingly impossible deals into profitable transactions.
Bill Cook—renowned investor and educator—joins Advanta IRA’s Larissa Green to break down the language of creative deal making and explain how structure stacking (using multiple techniques in a single transaction) can maximize returns and open the door to opportunities others miss.
Whether you're a seasoned investor or ready to take your strategies to the next level, this session will expand your toolkit and sharpen your edge.You must register here to receive the webinar link.
Past events (333)
See all- Network event5 attendees from 5 groups hostingAffordable Real Estate Strategies That Create Passive Income and Empower BuyersThis event has passed