Lunch & Learn: How to Get Started with a Self-Directed IRA (Florida)

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During this Lunch & Learn event, we will discuss the various types of investments that we have seen clients make out of their self-directed IRA accounts and the benefits that can come with these alternative investments. We will explore how an IRA can be the borrower or the lender for a transaction. There are some basic rules for self-directed IRAs, so we will touch on the most common ones, such as disqualified persons and other potential pitfalls. We will show you several examples of how our clients have invested using their self-directed IRAs. And finally, we’ll show you how simple it is to get started.


Advanta IRA


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Tampa, FL