Larissa is associate director of education and a member of the business development team at Advanta IRA Services, LLC. She educates potential and current clients on self-directed IRAs and IRS section 4975 on prohibited transactions and disqualified persons. Larissa has the designation of Certified IRA Services Professional from the American Bankers Association for being knowledgeable on the subject of IRAs. She is a frequent lecturer on the topic of self-directed IRAs, the rules and regulations for investing in real estate using an IRA and the types of accounts that can be used. Larissa is involved with a local real estate investment group and is a self-directed investor herself.

HIGHLIGHTS IN THE SHOW:

00:00 - Intro

01:22 - Larissa’s Background

02:11 - Impact Equity Ad

02:39 - Self Directed IRAs

06:29 - Education Savings Accounts

07:05 - Advanta IRA Services, LLC

12:26 - Getting Started

14:43 - Challenges and Paperwork

17:18 - Understanding UDFI / UBIT

22:30 - Types of Investments

23:48 - The Rules About Investing With Family

27:01 - Educational Resources

31:43 - Connect

32:46 - Bucket List

CONNECT WITH OUR GUEST:

https://www.advantaira.com/

CONNECT WITH OUR HOST: Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

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EP 120: Larissa Greene - Investing Through a Self Directed IRA