Advanta IRA Warns Investors: As Self-Directed Retirement Accounts Become More Popular, Know the Limits as Well as the Possibilities

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Advanta IRA Services has gained many clients over the past few years—investors who are in search of diversity within their retirement portfolios. It is important for these investors to understand that while self-directed accounts offer the benefit of a wide variety of alternative investments, there are limitations as well.

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Investors must have a working knowledge of benefits and restrictions of self-directed retirement plans in order invest successfully.

On September 20, 2013, Advanta IRA Services in Largo, Florida, is offering a lunch and learn at no cost to clients and other investors that will cover the top ten things to do and not to do regarding self-directed retirement accounts.

"Self-directed IRAs and other accounts can potentially build wealth towards retirement at a faster pace than more traditional methods may," says Jack Callahan, Managing Partner of Advanta IRA Services. Traditional investments are things such as stocks, bonds and mutual funds. Alternative investments include real estate, rental properties, notes, mortgages, precious metals, futures and foreign exchange, LLCs, private placements and much more. In fact, the only items not allowed as assets as determined by the IRS are collectibles and life insurance policies.

According to Callahan, even though self-directed accounts offer investors a broad amount of control over their own investments, "Investors must have a working knowledge of benefits and restrictions of self-directed retirement plans in order invest successfully." Events offered by Advanta IRA are designed to provide investors with that knowledge which helps investors understand the potential of success and also the ramifications of failing to follow the rules when utilizing self-directed retirement accounts.

Investors in the Tampa Bay area who are interested in self-directed retirement accounts should not miss this event.

Event: Seminar – Lunch & Learn – Top Ten Things To Do and Not To Do with a Self-Directed IRA
Date: September 20, 2013
Time: 12:00 – 1:30pm
Location: Advanta IRA Services, 13191 Starkey Rd., Ste. 9, Largo, FL 33773
Cost: No charge. Lunch is provided.
Register: Prior to 5:00pm on Thursday, September 19, 2013, by contacting Scott Maurer by phone at (727) 581-9853 x 1123, or by emailing 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 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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