All Forum Posts by: Rachael Moore

How to Invest in Tax Liens and Deeds | Rules, Risks & Benefits

Looking for inexpensive alternative investments outside the stock market? Tax liens and deeds could be the answer—but knowing the rules is essential before you invest.

Join Advanta IRA's Larissa Greene and guest expert John Berlet (CORE Tax Deeds) for an in-depth webinar on the ins and outs of these investments. With years of experience in this niche market, John will discuss the differences between tax liens and deeds, explain how laws vary by state, and share tips on what to look for before making your move.

You’ll also hear why John believes Texas stands out as one of the best markets for investors, and how you can apply his insights to your own strategy.

Don’t miss this chance to learn a new way to diversify your portfolio with relatively low-cost assets to create passive income.

Register today.

Webinar Details

Tuesday, November 18, 2025
12-1 pm ET (9-10 am PT)

Learn How to Evaluate Borrowers, Collateral, and Deals before You Lend

Before you lend money from your self-directed IRA, you must understand the risks and how to minimize them. In this informative webinar, Advanta IRA's Larissa Greene welcomes real estate attorney and investor Jeff Watson for a discussion on how to perform due diligence on private notes, including vetting the borrowers. 

Drawing from his extensive legal experience and investment insight, Jeff will preview key topics from his upcoming Elite Deal Makers class and explain the critical steps of due diligence for IRA-based lending. Whether you're lending to real estate investors, entrepreneurs, or other borrowers, this session will help you understand how to protect your retirement assets while making smart lending decisions.

In this webinar, you’ll learn:

• The four questions to ask yourself before making a loan
• How to analyze the deal and assess the borrower’s credibility
• What you need to know about the collateral securing the loan

Whether you’re lending to real estate investors, entrepreneurs, or other borrowers, this session will help you understand how to protect your retirement assets while making smart lending decisions.

Register today.

Webinar Details

Tuesday, October 7, 2025

12-1 pm ET (9-10 am PT)

Pitch, Promote, & Prosper

Are you looking for a new investment opportunity or for people to invest in your next deal? Pitch, Promote, & Prosper, a virtual investor marketplace and networking event, is your chance to connect with fellow investors. You will have the opportunity to introduce yourself, hear pitches from, and pitch investment opportunities to other members of the group.

Join the Advanta IRA team and like-minded investors to network, pitch, and promote some of your haves and wants.

Please note that this is a live, virtual event and will not be recorded.

Register today.

Event Details

Friday, October 31, 2025
12:00 pm – 1:30 pm ET (9-10:30 am PT)
Event will be held via Zoom.