Skip to content
Archive of posts tagged Notes

Advanta IRA Opens Miami Office – Self Directed IRA Specialist

For Immediate Release – February 1st, 2012- AdvantaIRA Trust, LLC is excited to announce the expansion and opening of their newest office in the Miami area. AdvantaIRA specializes in Self Directed IRAs specifically real estate IRAs and private lending in IRAs. Advanta has been in business in Florida for over 9 years with offices in [...]

Season’s Greetings from Uncle Sam

It’s the Most Wonderful Time of the Year… time for tax invoices! Now is the time of year that our local counties start mailing those much loved property tax invoices to real estate owners. Recently, we have seen a huge spike in the number of tax invoices submitted for payment. As Real Estate is one [...]

Notes in an IRA – Solid Returns in a Weak Economy by Dave Owens, CPA, CES

“Dave, what can I invest in to get some better returns?” – This has to be one of the most common questions I get.  Who wants to get 1 percent on a CD? Everyone wants the perfect investment.  While I don’t sell products and I don’t get a commission, I will tell you a solid [...]

Hope You’re Taking Notes!

Overall, notes offer a unique investment vehicle that can be customized specifically for the two parties involved in the transaction. As the notes are funded out of a client’s IRA, they offer tax free returns that can help our clients build their retirement funds and secure a brighter, more comfortable financial future.