\WHAT IS ASELF-DIRECTED IRA? October5,2016

www.AdvantaIRA.com

A self-directed IRA is a unique investment account that allows alternative investments to be held as assets that can potentially build tax-free or tax-deferred wealth at a faster

pace than traditional methods may.

DEFINITION

Self-directed IRAs can acquire real estate, hold mortgages and notes, private placements, precious metals, invest in foreign currency and participate in futures trading and other investment options.

What Is a Self-Directed IRA?

The term self-directed simply means that the owner of the IRA has control

over what investments the IRA makes.

SELF-DIRECTED PLANSWhat Is a Self-Directed IRA?

TraditionalIRA

SEP IRA

Roth IRA

EducationSavingsAccount

SIMPLE IRAIndividual(k)

Plan

HealthSavingsAccount

PLANS

INVESTMENT OPTIONSWhat Is a Self-Directed IRA?

REAL ESTATE

Purchase a property, renovate and flip it for a quick return or hold the property for several years in your

account to make a profit through rental income.

NOTES & MORTGAGESYour IRA plays the part a bank normally would and

extends loans for mortgages and trust deeds, secured and unsecured notes, as well as judgments and

structured settlements.

SINGLE-MEMBER LLCThe checkbook IRA gives the self-directed IRA owner what is commonly referred to as “checkbook control,”

meaning the IRA owner, acting as manager of the LLC, is able to write checks directly out of the IRA to

purchase investments.

PRIVATE PLACEMENTS/STOCKPrivate placements could be stock in your local

community bank, a venture capital investment in a startup tech or medical firm, a hedge fund or even a

group of private investors pooling capital in an LLC to make a larger real estate purchase.

PRECIOUS METALSPrecious metals are often touted as a hedge against

market instability and inflation. You can also purchase gold and silver bullion, as well as American Eagle gold

and silver coins.

FOREIGN CURRENCY (FOREX)

In forex trading, you base your acquisition or selling position on whether you think the value of currency you

are acquiring or selling is on the rise or about to fall.

FUTURES TRADINGAssets in futures contracts can include both hard

commodities (those obtained through mining processes, such as coal, iron ore, oil and copper) and

soft commodities (those that are cultivated agriculturally like sugar, soybeans and wheat).

OTHER INVESTMENTS

Other investments include: Oil and gas rights � Tax certificates � Structured settlements �Commercial paper � Convertible notes � Commodities � Livestock � Timberland � Rights or warrants �

Accounts receivable factoring � Equipment leasing � and more!

Advanta IRA is a self-directed retirement plan administrator serving clients nationwide. We provide our clients

exceptional personal service, experience, and knowledge that is paramount in administrating self-directed IRAs.

With a combined 20+ years in our industry, AdvantaIRA is the nation’s premier self-directed IRA administrator.

EXPERIENCED

We use multiple banks that are insured by the FDIC to protect the undirected cash held within your IRA.

SECURE

With clients across the nation, Advanta IRA holds over $700 million in assets and partners with a network of trusted CPAs and attorneys.

TRUSTED

Our account manager system guarantees clients concierge-style personal service. Advanta IRA also offers cutting-edge educational tools for all types of investors.

PERSONAL

ABOUT ADVANTA IRAWhat Is a Self-Directed IRA?

OUR LOCATIONSWhat Is a Self-Directed IRA?

Advanta IRA does not endorse any investment product or give investment advice.

We serve clients nationwide with regional offices in Florida and Georgia.Call us at 800.425.0653 or visit www.AdvantaIRA.com today.

GETTING STARTEDWhat Is a Self-Directed IRA?

OPEN ACCOUNT

Opening an account with Advanta IRA only takes a few

minutes. We pair you with your own client services

representative who guides you every step of the way.

DONE STEP1

FUND ACCOUNT

Add funds by making a cash contribution or by moving or transferring funds from an existing IRA or 401(k) plan.

DONE STEP2

START INVESTING

Choose from a wide variety of alternative investments

including real estate, notes and mortgages, single member

LLCs, private placements and private stock, precious metals,

and other assets.

DONE STEP3

THE LEARNING CENTERWhat Is a Self-Directed IRA?

ADVANTA ON-DEMAND

Watch free investment training videos and learn how to build a

self-directed plan that’sright for you.

THE ADVANTA BLOG

Get the latest industry news, updates, and insights from our

team of professionals.

ADVANTA EVENTS

Seminars, webinars, networking, and lunch & learn events to help

you learn the ins and outs of self-direction.

Powerful knowledge about self-directed retirement plans and alternativeinvestments is available at your fingertips.

Schedule a consultation and speak one-on-one with a self-directed investment expert today.

Our consultations are always free.