USE YOUR IRA OR OLD 401(K) TO INVEST
You may not know this, but the IRS allows your IRA or old 401(k) account to invest with WePartner Group. Most IRA custodians (usually banks or brokerage houses) do not service alternative assets. But Advanta IRA does. This affords you the opportunity to combine the investment returns generated by WePartner Group with the tax-advantaged status of your retirement account.
THE INVESTMENT PROCESS IS SIMPLE:
STEP 1
Contact Advanta IRA to open your self-directed IRA. Advanta IRA assists you in transferring funds from your current IRA or old 401(k).
STEP 2
Obtain investment paperwork from WePartner Group and work with your Advanta IRA Account Manager to have the documents completed in the name of your IRA.
STEP 3
Review and approve the completed documents. Your Advanta IRA Account Manager signs the documents on behalf of your IRA and funds the investment.