SPEAKER & TOPIC
Larissa is a member of the education and business development team with Advanta IRA. She educates potential and current clients on the nearly limitless possibilities for self-directed IRAs and the few rules for investing in alternative assets in regards to IRS section 4975 (prohibited transactions and disqualified persons). She frequently lectures to investors and professionals and has been doing so for nearly 10 years. Larissa has the very prestigious designation of Certified IRA Services Professional from the American Bankers Association and teaches classes used for continuing education for this designation, as well as continuing education for realtors, attorneys and CPAs. Larissa self-directs her own 401(k) as a believer in the services her company provides.
Topic: Solo 401(k)s:
401(k)s are not just for big corporate employers. As a self-employed individual, you can take advantage of the same benefits and more through a 401(k) plan designed specifically for you as an investor. Larissa Greene of Advanta IRA will discuss the benefits specific to you and how these accounts can help you with tax-advantaged investment strategies. You do not have to have a formally established business to benefit from these great plans.
Higher funding limits
- Employer contributions
- Employee contributions
- Employee after-tax, non-Roth contributions
Access to tax-free loans
Direct checkbook control of the plan for investing
CHARITY OF THE MONTH
This month’s charity will be JDRF.
JDRF is a leading global organization funding type diabetes (T1D) research. Our strength lies in our exclusive focus and singular influence on the worldwide effort to end T1D.
Vision: A world without type 1 diabetes.
Mission: Improving lives today and tomorrow by accelerating life-changing breakthroughs to cure, prevent and treat T1D and its complications.
Learn more and donate here: https://www.jdrf.org/
We are a group of local real estate investors that meets every month. Our meeting is always free and our speakers are never there to pitch you on another "guru" style, expensive seminar/coaching program. At every meeting, we have a highly qualified speaker presenting on a different topic. Our speakers never hold back and do not finish with a pitch for another overhyped seminar/coaching program. Everyone of all investment experience is invited... always genuinely free!
Although the meeting is free to attend, we ask that you please support our community and donate to the charity of the month.
After the meeting, many of us head out to dinner for late night networking at Kona Grill. If you want to continue scheming on real estate more or just have the munchies, tag along!
1st Thursdays Of The Month:
Ramada by Wyndham
1200 N Westshore Blvd, Tampa, FL 33607
*Parking at the hotel is free.