Advanta IRA

06/02/2026

Great service isn't just about getting the job done. It's about helping clients navigate the process with confidence. We're proud of team members like Tyler who go above and beyond to support our clients every step of the way! Thank you for the kind words and for trusting Advanta IRA with your retirement journey.

05/27/2026

Roth 401(k) contributions are only part of the story.

Depending on your plan, Roth conversions and mega backdoor Roth strategies may help you move significantly more funds into tax-free retirement accounts over time.

Learn how these strategies work and when they may apply:

Understand how Roth 401(k) contributions work and how making mega Roth backdoor contributions maximizes tax-free retirement growth.

05/26/2026

Not sure what to do with an old 401(k) after changing jobs?

You may have more options than you realize, including rolling funds into an IRA, moving them into a new employer plan, or keeping them where they are.

This article breaks down the pros, considerations, and common mistakes to avoid:

It's important to know what to do with old 401(k) funds when you change jobs. Don't leave them behind. Here are better choices you can make.

05/05/2026

The right account manager doesn’t just support your account, they help keep the investing process as easy as possible.

At Advanta IRA, our team is focused on responsiveness, accuracy, and helping clients navigate every step of the process with confidence, and we appreciate Moriah's commitment in supporting our mission!

04/27/2026

Our salespeople like to have fun when they are traveling and representing Advanta IRA (especially our Director of Education, Larissa Greene, CISP!). Meet Victor, her kids’ dragon. They tuck him into her luggage when she’s packing to go out of town so he can have big adventures! This week they are at the Kentucky Real Estate Exchangors (KREE) event, and as you can see, Victor is having himself a grand time! 😆

04/27/2026

Have you registered yet? There's still time to grab a spot for our webinar tomorrow (4/28) when Advanta IRA's Owen Lynn and Ryan Gibson of Spartan Investors to talk about the popularity of investing in self storage and how to invest using a self-directed IRA. Register here: https://www.advantaira.com/event/investing-in-self-storage/

04/25/2026

GREAT SATURDAY READ if you're thinking about opening a gold IRA! It can be a powerful way to hold physical precious metals in a tax-advantaged account—but only if you understand the rules, costs, and who you’re working with. Start with the right questions found in this article:

Opening a gold IRA? Learn the 5 key questions to ask about fees, storage, custodians, and IRS rules before you invest in precious metals.

04/24/2026

Oil and gas investing—without drilling a single well?

In this episode of The Alternative Investing Advantage Podcast, Alex Perny sits down with Troy Eckard, Founder & Chairman of Eckard Enterprises, to talk about how mineral rights work and how investors can earn royalty income over time.

It’s a clear, practical look at a lesser-known alternative asset and why it continues to attract interest.

🎧 Listen now:

Learn how investing in mineral rights generates income from oil and gas production. Explore royalties, valuation, risks, and tax benefits.

04/22/2026

Most small business owners don’t realize how much control they can have over their retirement plan.

A self-directed solo 401(k) goes beyond the basics:

✔️ Invest beyond stocks & mutual funds
✔️ Use checkbook control to move fast on opportunities
✔️ Build wealth with alternative assets

Here’s what you may not know about these powerful plans: https://www.advantaira.com/blog/self-directed-solo-401k-plans-for-small-business-owners/

04/22/2026

Looking for your next investment—or investors for your next deal?

Join us for Pitch, Promote, & Prosper, our virtual investor marketplace designed to help you connect, share opportunities, and grow your network.

🤝 Meet like-minded investors
📣 Pitch your deals
💡 Discover new opportunities

📅 Friday, April 24
🔴 Live event (not recorded)

Register today.