Advanta IRA Services of Largo, Florida, Hosts Webinar on June 18: Investing in Private Entities with A Self-Directed IRA

Share Article

Advanta IRA finds that more individuals are investing their IRA funds into private entities, whether an LLC, an LLP or another investment vehicle, more often now than in the past.

News Image
Advanta IRA Services believes that knowledge is power, control is key and diversity is essential when managing self-directed IRA accounts.

Using self-directed IRA funds to invest in private placements is allowed and can be a successful way to diversify retirement portfolios. However, different issues pertain to this type of investment that can range from properly structuring the entity to choosing someone to be responsible for managing the entity.

“Advanta IRA Services believes that knowledge is power, control is key and diversity is essential when managing self-directed IRA accounts,” says Jack Callahan, Managing Partner of Advanta IRA Services. As a self-directed IRA administrator, Advanta IRA does not sell investments or provide advice regarding investments. “However, Advanta IRA does provide progressive educational curriculum designed to teach investors about the types of investments allowed in self-directed IRAs,” says Callahan.

On June 18th, Advanta IRA is hosting a seminar to discuss the pros and cons of using a private entity when investing with an IRA. Prohibited transaction rules with IRAs are to be covered, explaining how they affect the inner workings of these entities. Additionally, Unrelated Business Income Tax (UBIT) and the potential implications of that tax on IRAs will be a key topic.

Event: Webinar
Date: June 18, 2013
Time: 12:00pm – 1:00pm
Location: online
Cost: No charge

To receive log-in instructions for this webinar, please contact Scott Maurer at smaurer(at)advantairagroup(dot)com or by calling 727-581-9853, ext. 1123.

About Advanta IRA Services, LLC

Advanta IRA Services specializes in the administration of self-directed IRAs. Self-directed accounts allow investors to choose their own investments based on their knowledge of investment vehicles instead of relying on third parties to make investment decisions for them. Advanta IRA is committed to educating clients in using self-directed IRAs to invest in alternative investments. In pursuit of diversity and control of their own retirement funds, clients invest in a variety of real estate assets including rental properties, rehabs and raw land. Other investors use their IRAs as private lenders, securing loans with a mortgage, or to invest in assets such as tax options and tax liens.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Jack Callahan
Follow us on
Visit website