Advanta IRA Services Holds Lunch and Learn to Discuss How Alternative Assets in Your Self-Directed IRA Help Diversify Your Retirement Portfolio

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When discussing potential IRA investments most individuals mention stocks, bonds, and mutual funds. However, a growing number of investors are using self-directed IRAs to make alternative investments in things such as real estate, precious metals, LLCs and more in an effort to diversify their portfolios.

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The essential rule of thumb with self-directed IRAs is to understand that knowledge is power, control is key, and diversity is essential in building a healthy retirement portfolio.

Self-directed IRAs are retirement accounts that acquire assets solely at the account owner’s discretion. Those who self direct are able to invest in what they know, understand and can control. "IRS regulations allow many different types of alternative investments in self-directed IRAs, including real estate, private notes, mortgages, LLCs, precious metals, private equity and much more," says Jack Callahan, Managing Partner of Advanta IRA Services. Investors can create more diversity for their IRA among asset classes, not just within a particular type of asset.

It is not uncommon for investors to be unsure of trying something new, such as exchanging mutual funds for a piece of real estate or a private placement within an IRA. With that in mind, Advanta IRA Services of Largo, Florida is holding this lunch and learn to discuss the various types of investments clients have made with IRA accounts and the benefits that can come with these alternative investments. Topics include the different types of self-directed IRAs, paying special attention to the Roth IRA, a most favored investment vehicle. This event also covers disqualified persons, the potential pitfalls of investing, and give some examples of transactions that Advanta IRA’s clients have made. Additionally, Advanta IRA will explore how a self-directed IRA can be the borrower on a transaction and how leveraging an IRA is not as scary as it seems.

"The essential rule of thumb with self-directed IRAs is to understand that knowledge is power, control is key, and diversity is essential in building a healthy retirement portfolio," says Callahan. This lunch and learn is designed with both the sophisticated as well as beginning investor in mind.

Event: Lunch and Learn: Diversifying Your IRA with Alternative Investments
Date: November 22, 2013
Time: 12:00pm – 1:30pm
Location: Advanta IRA Services, 13191 Starkey Road, Suite 9, Largo, FL 33773
Cost: No charge; lunch is provided.
Register: By contacting Larissa Greene by phone at (727) 581-9853 x 1140, or by emailing lgreene(at)advantairagroup(dot)com.

About Advanta IRA

Advanta IRA Services, located in Largo, Florida, has been in operation for over 8 years, providing administrative service to owners of self-directed IRAs throughout the Tampa Bay and Sarasota, Florida regions. Advanta IRA Administration offers a second location serving the Atlanta, Georgia area and surrounding regions. Both offices are managed by Jack Callahan, J.D., CFP™. Advanta IRA offers classes, seminars and other educational tools designed to assist clients in managing self-directed IRAs by investing in real estate, notes, private placements and other non-traditional assets that have the potential to maximize IRA earnings on a tax-free or tax-deferred basis.

About Jack Callahan

Jack M. Callahan, J.D., CFP™, is the managing partner at Advanta IRA Services in Largo, FL and Advanta IRA Administration in Atlanta, GA. Jack established the corporate office, Advanta IRA Services, in 2003. Prior to that, Jack delivered specialized counsel to real estate investors, small business owners and real estate professionals on tax, legal and financial matters. As an industry expert, Jack is a frequent speaker on the topic of self-directed retirement plans and an accredited continuing education instructor for the Florida and Georgia Bar Associations, Florida and Georgia Real Estate Commissions, and The American Institute of Certified Public Accountants. He earned his bachelor of science degree in finance and multinational business from Florida State University and his law degree from the University of Florida College of Law.

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