Largo, FL (PRWEB) July 17, 2013
Diversity in retirement and other investment accounts is crucial. Many investors diversify by holding stocks, bonds and CDs. These are considered traditional investments offered by mainstream brokers. Generally, brokers do not offer alternative investment options to their clients because they do not sell these alternate options.
By using self-directed IRAs and other accounts, investors capitalize on their own knowledge to acquire alternative investments as assets inside investment portfolios. Alternative investments include: real estate, precious metals, mortgages, notes, tax liens, private placements, LLCs, foreign currency exchange, and futures trading. Other alternative investments are found in oil and gas opportunities, cattle, raw land, accounts receivable and more. The list of possible alternative investments can be extensive. The only items that cannot be acquired as assets are the following as deemed by the IRS: collectibles and life insurance contracts.
“Self-directed IRA account administrators like Advanta IRA allow clients to hold alternative investments in their portfolios. Why? Because diversity is key when investing, and alternative investments have the potential to garner income for investment accounts at a faster pace than traditional investments,” says Callahan. While Advanta IRA does not provide investment advice, we do encourage investors to educate themselves on the benefits of self-directing their investment accounts.
With that in mind, Advanta IRA is hosting two events in different states designed to educate investors on the potential benefits of self-directed investment accounts.
Atlanta, GA Area Event: Webinar – The Potentials & Pitfalls of Self-Directed IRAs hosted by Advanta IRA Administration
Date: July 24, 2013
Time: 7:00 – 8:00 p.m.
Location: Online event open to participants nationwide.
Cost: No charge.
Register: Prior to 5:00 p.m. on Tuesday, July 23, 2013, by contacting Teresa Chin.
Contact: Teresa Chin (678) 513-8913 x 1147 / tchin(at)advantairagroup(dot)com
Tampa, FL Area Event: Seminar – Lunch & Learn – Self-Direction 101 hosted by Advanta IRA Services
Date: July 26, 2013
Time: 12:00 – 1:30 p.m.
Location: Advanta IRA Services, 13191 Starkey Rd., Ste. 9, Largo, FL 33773
Cost: No charge. Lunch is provided.
Register: Prior to 5:00 p.m. on Thursday, July 25, 2013, by contacting Scott Maurer.
Contact: Scott Maurer (727) 581-9853 x 1123 / smaurer(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’s Largo, FL and Atlanta, GA locations. Jack established the corporate office, Advanta IRA Services, located in Largo, Florida 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.