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July 2019

Invest Florida Meet-Up—Maximize Your Returns by Investing in Notes

July 24 @ 6:00 pm - 8:00 pm
Suites at Madison, 412 East Madison St., 12th Floor, Suite 1206
Tampa, FL 33602 United States
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Advanta IRA Self-Directed IRA Invest Florida

When notes and mortgage go unpaid, this can present a great opportunity for the savvy investor. At this month's Invest Florida Meet-Up, we will have Nahir Solis to explain how you can take advantage by investing in both non-performing and performing notes. During her presentation, Nahir will cover: Performing proper due diligence on a note Understanding assignment chains Identifying potential title issues Unique concerns when investing in notes How to buy at a good price and maximize cash flow Eric…

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Lunch Seminar – Using the Best Recordkeeping Strategies for Your Rentals (Tampa Bay)

July 26 @ 12:00 pm - 1:30 pm
Advanta IRA – Tampa Bay Area, 13191 Starkey Road, Suite 2
Largo, 33773 United States
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Many people turn to the world of real estate investing when looking to diversify their IRA accounts. There are many different techniques you can use to acquire real estate in an IRA and many different ways that real estate can bring value and a return back to your account.

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Webinar – Roth Conversion Strategies with Matt Chancey

July 31 @ 12:00 pm - 1:00 pm

Would you do a Roth Conversion if you could save 50% on the taxes?

Have you considered converting your pretax retirement account to a Roth IRA? Many of us have, but we’re intimidated by the tax burden that goes along with the conversion. What if there is a way to lower the value of the assets in your retirement account to reduce your tax liability? Determining the value of an asset can involve much more than simply comparing it to other similar assets recently sold or relying on a book value.

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