The whole idea behind self-directed plans is that the account owners gain total control of their own investment choices and are able to invest in things they know and understand…at their own pace and comfort level.
Largo, FL (PRWEB) January 11, 2014
“The whole idea behind self-directed plans is that the account owners gain total control of their own investment choices,” says Jack Callahan, Managing Partner of Advanta IRA Services. “Self-directed plan owners are able to invest in things they know and understand…at their own pace and comfort level.”
As self-directed IRAs become more commonly understood, both sophisticated and beginning investors are finding these types of accounts can potentially boost the earnings of retirement portfolios. Even so, many people are unaware of self-directed accounts and the benefits alternative investments offer.
Diversity in retirement and other investment accounts is crucial and alternative investments provide many opportunities for diversification.
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.
“While Advanta IRA does not provide investment advice, we do encourage investors to educate themselves on the benefits of self-directing their investment accounts,” says Callahan. With that in mind, Advanta IRA Services is holding this webinar designed to educate investors on the potential benefits of self-directed investment accounts.
Webinar: Self-Directed IRAs Explained
Date: January 14, 2014
Time: 12:00 – 1:00pm
Cost: No charge.
Register: Prior to 5:00pm on January 13, 2014, by contacting Larissa Greene at
(727) 581-9853 x 1140 / lgreene(at)advantairagroup(dot)com
About Advanta IRA
Advanta IRA Services, located in Largo, Florida, has been in operation for over 10 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.