Webinar: Wrap Loans with guest Dorsie Boddiford

Looking for a more creative way to drive returns in your IRA or 401(k)? Join us as we bring Dorsie Boddiford Kuni back to talk about the advanced investment strategy of making wrap loans in a solo 401(k).  Many of you already know that Dorsie is a huge … Read More

Advanta sdira webinar

Investing with Your Old Employer 401k (LIVE Webinar)

Most individuals are unfamiliar with the investment choices that the IRS permits within an IRA or an old 401k because most brokerage firms and banks offer such limited investment products. During this webinar, we will discuss how individuals have ventured outside of the “box” and had their retirement … Read More

Advanta IRA Self-Directed IRA

Investing in Real Estate with a Solo 401k Plan (LIVE Webinar)

Although many people use the terms “IRA” and “401k” interchangeably, when it comes down to buying real estate with these accounts, the process can be a bit different. In this webinar, we will discuss Solo 401k plans that are suited for sole proprietors and small business owners, and … Read More