Company details
Founded in 2003, Advanta IRA is a leading self-directed account administrator with billions in client assets under management. Advanta IRA does not sell or endorse any investments or products. We act as a third-party administrator and recordkeeper for individuals who self-direct their retirement accounts by investing in alternative assets such as real estate, start-ups, private placements, and more. Most conventional IRA custodians (banks and brokerage firms) are not willing to hold these assets even though IRS regulations allow for it. Advanta IRA delivers unparalleled one-on-one customer service, industry expertise, and educational tools that help ensure our clients’ success.
Presenter
-
Scott Maurer
- Vice President of Sales
- Advanta IRA
Scott Maurer, Vice President of Business Development, is a recognized expert in self-directed IRAs. With a law degree from the University of Florida and as a designated Certified IRA Services Professional (CISP), Scott’s keen understanding of rules and regulations fuels his passion for educating others on the power of investing in alternative assets using self-directed IRAs. Throughout his two decades in the industry, he has shown thousands of individuals how to achieve financial freedom by teaching them how to use their retirement funds to invest in private placements, real estate, private lending, and more.
Upcoming live webinars
No upcoming webinars...