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March 2019

Webinar: Multifamily Investing Fundamentals

March 26 @ 12:00 pm - 1:00 pm EDT
Advanta IRA Self-Directed

Many people are familiar with single-family home and condo investing through their IRA. In the last several months, we have seen more and more people though enter the world of multifamily investing. Multifamily investing is a different animal than single family and we have a guest speaker to go over many of the basic differences. Join us for this informative webinar when we will have Dan Handford of Handford Capital share his expertise on multifamily investing. Learn the terminology and…

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April 2019

Webinar: Maximize Your 2018 Deductible Contributions

April 5 @ 12:00 pm - 1:00 pm EDT
advanta sdira webinar

Are you taking advantage of up to $56,000 in potential deductions? It's not too late! This webinar will review all of the deadlines you need to be aware of to maximize your deductible contributions for 2018. If you are self-employed and have a SEP, SIMPLE, or Individual 401(k) account, you are not going to want to miss this webinar. Alex Perny from Advanta IRA will share these strategies and more. Register Now!!  

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Webinar: Multifamily Real Estate—You Have Questions, We Have Answers

April 30 @ 12:00 pm - 1:00 pm EDT
Advanta IRA Self-Directed webinar

Many people are familiar with investing in single-family homes and condos, but we have seen more and more people interested in multifamily investing. While this type of investment is becoming more common, many investors still have a lot of questions. Advanta IRA is excited to welcome industry expert, Ivan Madrigal from Asset Legacy Group, to answer all of your multifamily property questions. This webinar is will feature a brief overview of multifamily investing, but the majority of the time will be…

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May 2019

Webinar: How Experts Perform Due Diligence on Multifamily Properties

May 10 @ 12:00 pm - 1:00 pm EDT
Upside Avenue logo

Scott Maurer of Advanta IRA joins Yuen Yung, CEO of Upside Avenue who will be sharing insights on what companies look for when analyzing a multifamily project, what assumptions go into underwriting a project, and what investors can expect for returns and profits in this current market cycle. Yuen Yung will discuss the reasons investing in multifamily real estate is a smart way to diversify your portfolio. Scott Maurer will talk about multifamily investing with a self-directed IRA. Please note…

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Webinar: Investing in Start-Ups and Private Equity with an IRA

May 17 @ 12:00 pm - 1:00 pm EDT
Florida Funders logo

Alex Perny from Advanta IRA welcomes Saxon Baum from Florida Funders to discuss investing in private companies and start-ups with an IRA. This webinar will cover everything from the different types of offerings, to who may or may not qualify for these investments, and how the investments are structured. Alex Perny will explain how to invest in start-ups and private equity with a self-directed IRA. Don't miss this informative Webinar Register Now!

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June 2019

Webinar: True Grit of Mortgage Note Investing—Part 2

June 18 @ 12:00 pm - 1:00 pm EDT

What is mortgage note investing and how can you make money with this investment strategy? Larissa Greeneof Advanta IRA welcomes Michele Garbus, president of Real Property Financial, to share her knowledge in this two-part webinar on mortgage note investing. This is part two of the two-part webinar series where Michele will explain how she performs her due diligence and how she creates exit strategies for these investments. Plus Larissa will detail how you can invest in notes and mortgages using your IRA…

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July 2019

Webinar – The Power of the Solo 401(k)

July 10 @ 12:00 pm - 1:00 pm EDT

Are you maximizing your 401(k) contributions? If you are self-employed and do not have a Solo 401(k), you may be leaving money on the table.

Solo 401(k)s are powerful investment plans because they help you maximize your retirement contributions and they allow you to invest in alternative assets like real estate and start-ups.

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Webinar – Real Estate Tips for Every Investor

July 18 @ 12:00 pm - 1:00 pm EDT

There are so many options for real estate investing with a self-directed IRA.Whether you are looking to buy your first rental or rehab project, or interested in getting into the world of wholesaling, this webinar is for you.

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Webinar – Roth Conversion Strategies with Matt Chancey

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

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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August 2019

Webinar – What Box? Creatively Construct Real Estate Deals

August 9 @ 12:00 pm - 1:00 pm EDT

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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