Advanta IRA Administration to Investors: Take Control of Your Investments with Self-Directed Traditional IRA and Roth IRAs

Advanta IRA Administration kicks of 2014 with events designed to educate investors on the power of self-directed retirement plans. Plans that can be self-directed include traditional IRAs, Roth IRAs and even health and education savings accounts.

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The greatest benefit of self-directed IRAs is that plan owners gain total control of their own investment choices instead of relying on someone else to make these critical choices for them.

Atlanta, Georgia (PRWEB) January 18, 2014

Self-directed retirement plans give the account owners complete control over choosing their own investments which they know and understand—at a pace they are comfortable with in the sometimes fast and furious world of investing.

Self-directed IRAs are not a new concept but as savvy investors seek shelter from the ups and downs of the stock market, many are learning the benefits of self-directing traditional and Roth IRAs:

  •     Tax-deferred or tax-free income towards retirement
  •     Total control in choosing your own investments
  •     Access to a large pool of alternative investment choices
  •     Broader opportunities for diversification in retirement portfolios
Alternative investments offer diversity within retirement portfolios outside the traditional Wall Street mind set. Alternative investments include commercial and residential real estate, private notes and mortgages, precious metals, LLCs and LLPs, timber, accounts receivable, cattle, oil and gas opportunities…and much more. “The greatest benefit of self-directed IRAs is that plan owners gain total control of their own investment choices instead of relying on someone else to make these critical choices for them,” says Jack Callahan, Managing Partner of Advanta IRA Administration.

Advanta IRA holds weekly events about self-directed retirement plans in an effort to educate investors and other professionals within the industry. “Many first-time attendees do not understand the very basics of self-direction and our aim is to make sure they walk away with a better-than-average understanding of what taking control of their own investments might mean in terms of building wealth for retirement,” says Callahan.

The upcoming events below are designed for both the beginner and sophisticated investor as well as for professionals, such as CPAs and attorneys, who are in positions to offer investment advice to their clients.

Event: Seminar – Back to Basics: Self-Directed IRAs 101
Date: January 21, 2014
Time: 10:30 – 11:30 a.m.
Cost: No charge
Location: Advanta IRA Administration, 3525 Piedmont Rd NE, Bldg. 8, Ste. 101, Atlanta, GA 30305
Register: by 5:00 p.m. on January 20th by contacting Teresa Chin at (678)513-8913 ext. 1147 or emailing tchin(at)AdvantaIRAGroup(dot)com

Event: Lunch & Learn – The Power of a Self-Directed Roth IRA
Date: January 24, 2014
Time: 11:45 am – 1:00 p.m.
Cost: No charge; lunch is provided
Location: Advanta IRA Administration, 3525 Piedmont Rd NE, Bldg. 8, Ste. 101, Atlanta, GA 30305
Register: by 5:00 p.m. on January 23rd by contacting Teresa Chin at (678)513-8913 ext. 1147 or emailing tchin(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 Atlanta, Georgia and surrounding areas. 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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