Episode 95

self directed iras: how much do you really know

by | Oct 24, 2023

Alex isa business development specialist and host of Advanta IRA’s podcast, the Alternative Investment Advantage. He holds the designation of Certified IRA Services Professional (CISP) from the American Bankers Association and loves diving deep to learn about the rules, regulations, and technical aspects of self-directed IRAs, employer plans, and IRS regulations.
Individual Retirement Accounts. How much do you really know? Did you know that investing in real estate through an IRA doesn’t require paying taxes or penalties on rollovers? This makes IRAs a very attractive option. But you need to stay educated and understand the rules and regulations associated with these types of investments to avoid potential issues with the IRS


He believes so strongly using retirement plans to invest outside the stock market he has self-directed his retirement and health savings plan and invest in real estate and private equity.

Hosts & Guests

Alex Perny

Tim Lyons

Greg Lyons



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