IRA Advantage, LLC

IRA Advantage, LLC Opportunities and Solutions for investors for over two decades. 800.475.1031

πŸ“… Seminar Reminder! That old 401(k) from a job you left years ago? The one just sitting there? It could buy you a busine...
08/14/2026

πŸ“… Seminar Reminder! That old 401(k) from a job you left years ago? The one just sitting there? It could buy you a business.

That's the idea behind a Rollover Business Startup, or ROBS. Structured correctly, your retirement funds can own a new business outright. No loan to repay. No early-withdrawal penalty. Structured incorrectly, it's a prohibited transaction and a tax mess. The gap between those two outcomes is the whole reason this class exists.

On Thursday, August 27th, David Moore walks through it in-person:

- What makes something a business vs. an investment in the eyes of the IRS
- How the ROBS structure actually works (the new 401(k), C-Corp, and Qualified Employer Securities)
- When ROBS is the right call vs. a Self-Directed or Checkbook IRA, and when it isn't
- The disqualified-party mistakes that trip people up

Free, and approved for 2 Oregon CE credit hours.
πŸ“ Tigard, OR Β· 9–11 AM Β· Seats are limited.
πŸ”— Registration link in the comments.

Join us in-person on Thursday, August 27th for our next Seminar! Most people assume funding a business means a bank loan...
08/04/2026

Join us in-person on Thursday, August 27th for our next Seminar!

Most people assume funding a business means a bank loan, outside investors, or draining personal savings. But there's a fourth path that rarely comes up... and for the right person, the capital may already be sitting in a retirement account.

It's called a Rollover Business Startup (ROBS). Structured correctly, your 401(k) can own a new business outright, no loan to repay, no early-withdrawal penalty. It's not right for everyone, and the difference between doing it correctly and triggering a prohibited transaction is exactly what trips people up.

On August 27th, David Moore is walking through it in-person:

β€’ What separates an investment from a business
β€’ How the ROBS structure actually works (the new 401(k), C-Corp, and Qualified Employer Securities)
β€’ When ROBS is the right tool vs. a Self-Directed or Checkbook IRA
β€’ The disqualified-party pitfalls to avoid

Free, and approved for 2 Oregon CE credit hours.
πŸ“ Tigard, OR Β· 9–11 AM Β· Seats are limited

Registration link in the comments.

A lot of investors don't realize this is even possible… you can hold physical gold and silver inside a self-directed IRA...
07/23/2026

A lot of investors don't realize this is even possible… you can hold physical gold and silver inside a self-directed IRA, with the same tax advantages as the retirement account you already have.

With gold pulling back right now, it's actually a good moment to learn how it works before prices move again.

Here's what qualifies (save or share this):

βœ… Gold must be .995 fine or better
βœ… Silver .999 | Platinum & palladium .9995
βœ… American Eagle & Canadian Maple Leaf coins β€” yes
βœ… Proof Buffalo coins β€” no
βœ… Bars & rounds from a NYMEX/COMEX-approved refiner β€” yes

If you've been curious about adding metals to your retirement mix, give us a call β€” no pressure, just answers.

πŸ“ž 800-475-1031
πŸ”— iraadvantage.net

IRA Advantage strongly suggests consulting your metals dealer or tax advisor before investing IRA funds in precious metals.

2 CE credits. Free. Next week.Your clients' retirement funds can do more than sit in a mutual fund. A Self-Directed IRA ...
06/29/2026

2 CE credits. Free. Next week.

Your clients' retirement funds can do more than sit in a mutual fund. A Self-Directed IRA gives them the flexibility to invest in real estate, tax-advantaged, on their own terms.

IRA Advantage is a national leader in self-directed retirement planning. David Moore breaks it all down in a free 2-hour class built specifically for Oregon brokers.

πŸ“… Tuesday, July 7 β€” Self-Directed IRA's & Real Estate
Tigard, 9–11AM

Worth 2 Oregon broker credit hours. Free to attend. Space is limited.

Reserve your seat. Bring your clients, bring your questions!

πŸ“ Register now at iraadvantage.net

06/16/2026

Most "self-directed" IRAs won't let you buy real estate. The custodian uses the label, then says no when you actually try to invest.

A true SDIRA paired with an IRA LLC gives you checkbook control. No custodian approval. Just write a check, and make the deal.

Already have an LLC? Watch before you assume it qualifies β€” the answer might surprise you.

πŸ“ž 800-475-1031 🌐 iraadvantage.net

Share this with any investor who thinks they already have a self-directed IRA.

πŸ“… One month out - Have you grabbed your spot yet?July is coming fast, and we've got two free in-person classes on the ca...
06/09/2026

πŸ“… One month out - Have you grabbed your spot yet?

July is coming fast, and we've got two free in-person classes on the calendar for Portland-area real estate professionals.

July 7th β€” Self-Directed IRAs & Real Estate
Use your retirement account to invest in real estate, notes, and more.
https://www.eventbrite.com/e/self-directed-iras-real-estate-tickets-1989264987126

July 9th β€” 1031 Exchanges in Today's Market
Rules, timing, and strategies for today's market β€” straight from the experts.
https://www.eventbrite.com/e/1031-exchanges-in-todays-market-rules-timing-strategies-tickets-1989264454533

Both classes are taught by David Moore, CEO of IRA Advantage and Equity Advantage β€” and both are completely free.

βœ… 2 Oregon Broker CE Credits available at each class
βœ… In-person | The Lincoln Center, Tigard OR
βœ… Spots are limited

Register for one or both! πŸ‘‡

Not all IRAs are the same,  and most people don't realize how many options they actually have.Learn the basics of every ...
06/06/2026

Not all IRAs are the same, and most people don't realize how many options they actually have.

Learn the basics of every major retirement account type: Traditional, Roth, SEP IRA, Solo 401k, Self-Directed IRA, and the Checkbook IRA β€” explained simply, so you can see which one fits your situation.

Save this one. It's the kind of thing you'll want to reference later.

Questions? Drop them in the comments or give us a call.

πŸ“ž 800-475-1031
🌐 iraadvantage.net

Morgan said it in 1912. Turns out he was right.Most people don't realize their IRA can hold physical gold. Not a fund, n...
06/03/2026

Morgan said it in 1912. Turns out he was right.

Most people don't realize their IRA can hold physical gold. Not a fund, not a stock... actual gold, held in an approved depository, growing tax-deferred in a self-directed IRA.

Curious if a precious metals IRA makes sense for you? We're happy to talk it through β€” no obligation.

πŸ“ž 800-475-1031
🌐 iraadvantage.net

 : What is Depreciable Property?This is property with a useful life of more than one year that is held for investment or...
06/02/2026

: What is Depreciable Property?

This is property with a useful life of more than one year that is held for investment or used in your trade or business.

Instead of deducting the full cost in the year you placed the asset in service, you spread the cost over its estimated useful life β€” making it an important concept for anyone holding real estate or business assets in a self-directed IRA.

When you sell or dispose of a depreciated asset, depreciation recapture rules may also apply. Understanding this can make a big difference in your overall tax strategy.

Have questions? Visit iraadvantage.net or call us at 503-635-1031.

Buying real estate inside your IRA? There's one mistake that catches people off guard almost every time β€” and the conseq...
05/29/2026

Buying real estate inside your IRA? There's one mistake that catches people off guard almost every time β€” and the consequences can wipe out your entire account value.

Swipe through to see what it is and how to avoid it.

Questions? Call us before you buy β€” not after.

πŸ“ž 800-475-1031
🌐 iraadvantage.net

Free discovery call available.

Address

10300 SW Greenburg Road Ste 465
Portland, OR
97223

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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