About us
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
5
- Network event
Multifamily Investing: The Basics, Strategies, & Income Potential
·OnlineOnline4 attendees from 5 groupsMultifamily real estate remains one of the most resilient and accessible asset classes for long-term investors. With built-in scalability, strong income potential, and persistent demand drivers, multifamily investing continues to attract attention in both stable and uncertain markets.
In this timely webinar, Alex Rozenfeld of Freshwater Investments joins Advanta IRA’s Owen Lynn to provide a beginner-level educational session covering multifamily real estate investing, designed for investors who want to better understand how it all works.
In this session, we’ll cover:- The basics of real estate investing, including how group investments and real estate syndications are structured
- Key terms and concepts every new investor should know, explained in plain English
- How investors typically participate in real estate investments and what to expect throughout the full lifecycle of an investment
Don’t miss this opportunity to learn about how multifamily property works, and how you can invest using a self-directed IRA.
Register today to attend live or receive the replay.2 attendees from this group - Network event
The Power of Multifamily Property as Passive Income Investments
·OnlineOnline2 attendees from 5 groupsPassive income investments offer a strategic way to earn steady income without the burden of day-to-day property management. Among the top-performing assets in this category is multifamily real estate, known for its scale, reliable cash flow, and long-term demand.
In this educational session, Advanta IRA’s Owen Lynn is joined by Ben Suttles, Co-Founder and Managing Partner of Disrupt Equity, a firm with over $1B in multifamily assets under management. You’ll learn how passive multifamily deals are structured and evaluated—including market selection, sponsor alignment, value-add strategies, and risk analysis.
Whether you’re using personal capital or investing through a self-directed IRA, this session offers practical insight to help you build sustainable income and portfolio growth with passive real estate opportunities.
Register now to attend live or receive the replay. - Network event
2025-2026 Contribution Deadlines: Don’t Miss Your Shot
·OnlineOnline1 attendee from 5 groupsMarch Madness may dominate the headlines, but tax season brings its own kind of pressure. From tip-off to Tax Day, it’s important to stay focused on retirement planning and contribution deadlines to make sure you’re maximizing every opportunity.
If you haven’t made your 2025 retirement account contribution yet, you may still have time to do so before the tax filing deadline (plus extensions, where applicable). And as the calendar turns, you can begin planning and funding your 2026 contributions as well.
In this educational webinar, Advanta IRA’s Alex Perny will review key contribution deadlines, annual contribution limits for 2025 and 2026, and planning strategies to help you stay compliant and make the most of your self-directed retirement accounts.
Register today to attend live or receive the replay. - Network event
Investing Strategies for Today’s Real Estate Market with John Schaub
·OnlineOnline2 attendees from 5 groupsIn a market shaped by changing regulations, interest rates, and economic uncertainty, investors are asking important strategic questions. If you’re one of them, join Advanta IRA’s Larissa Greene and nationally known real estate investor John Schaub for an exclusive webinar previewing his upcoming in-person seminar with Peter Fortunato.
During this session, John will touch on timely topics such as:- What rules have changed — and what shifts may still be coming
- Whether to acquire more property or focus on control
- Smart leverage decisions: how much, and debt or equity
- When to reduce or eliminate debt
- Diversification strategies, including property types, lending, or paper
- Succession planning, gifting, and positioning for the next generation — and more
This webinar offers practical, experience-driven guidance to help you evaluate your portfolio and determine your next move. It also provides a preview of the deeper strategy discussions John and Pete will lead at their upcoming seminar.
Reserve your spot to attend live or receive the recording.1 attendee from this group
Past events
361
