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Jan 23, 2023

Since 2016 Corey has impacted hundreds of clients by providing diligent and thorough assistance with investment transactions ranging from small, hard money lending to multi-million-dollar real estate syndications.


After moving to Western North Carolina in 2020 and transitioning roles to join Advanta IRA’s Business Development team, he’s been able to leverage everything learned from personal experiences, networking, and continuing education to help investors and capital raisers confidently tap into using self-directed IRA, 401(k), HSA and ESA account to diversify their portfolios and increase their passive income growth.


In this episode, Corey shares his expertise on topics such as reporting requirements, asset classes that can be invested in, strategies for converting from pre-tax accounts to ROTH accounts, and more. He gives helpful tips on how to get started with a self-directed IRA. To learn more about Corey, listeners can visit his website at Advanta | IRA!


[00:01 - 01:30] Opening Segment

  • Corey is an expert in the self-directed IRA space
  • Self-directed IRAs allow investors to invest in whatever they want as long as it follows IRS rules 


[01:31 - 21:37] Take Control Of Your Retirement Funds With A Self-Directed IRA

  • Ability to take control of retirement funds
  • Traditional assets can be replaced with investments that generate income
  • Investments can be tax-deferred, traditional, or tax-free/ROTH money
  • Most investors use self-directed IRAs for real estate investments
    • Fix & flippers
    • Single/Multifamily rentals
    • Syndication investments
  • He introduces his company which is called, Advanta | IRA
  • Many people do not take advantage of self-directed IRAs because they do know it exists
  • Self-directed IRAs can help retirement grow exponentially, with tax-deferred or tax-free growth depending on the account type


[21:38 - 31:39] Closing Segment

  • Corey advises speaking with a CPA or tax preparer to decide how much money to convert from a traditional account to ROTH
  • Corey shares where you can get in contact with him (links below)


“It should be your choice and what you invest into. Even if you want to invest in the market. Do so through a self-directed account with a brokerage setup or something so that you're making those decisions.” – Corey Daharsh

You can connect with Corey through his: 

Website: Advanta | IRA

LinkedIn: Corey Daharsh

Facebook: Corey Daharsh



Connect with me through LinkedIn


Or send me an email at


Visit my website or my YouTube channel


Thanks for tuning in!


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