Advanta IRA Services Presents Powerful Lunch and Learn on February 21st: The Great Self-Directed IRA Quiz

Self-Directed IRAs give account owners complete control in choosing their own assets in order to build wealth for retirement. This lunch and learn is designed for attendees to test their knowledge and learn about contribution limits, transaction qualifications and disqualifications, as well as the process of self-directing IRAs.

  • Share on TwitterShare on FacebookShare on Google+Share on LinkedInEmail a friend
Knowledge is power and the more investors learn how self-directed IRAs give them control over their own investments as well as the freedom to choose from a large pool of alternative investments—their chances of achieving success can be significant.

Largo, Florida (PRWEB) February 20, 2014

Advanta IRA is a self-directed IRA administrator that provides superior customer service and educational tools to assist clients in realizing the maximum benefits possible within IRAs. Advanta IRA makes it easy for clients to use self-directed IRAs to make their own investment choices in things they know, understand and can control.

Self-directed IRAs can acquire real estate, hold mortgages and notes, private placements (such as LLCs and trusts), precious metals, invest in foreign currency and participate in futures trading and other investment options. “Self-directed IRAs can certainly hold the traditional stocks, bonds and mutual funds, but the myriad of alternative investments are what attract owners of these accounts,” says Jack Callahan, Managing Partner of Advanta IRA Services based in Largo, Florida.

This lunch and learn is geared to those who are unfamiliar with self-directed IRAs and the alternative investments permissible within those accounts. There is no cost to attendees (lunch is provided) and experts from Advanta IRA give a clear overview of self-directed retirement plans, the benefits, risks, and the different types of investments allowed in a plan. “Advanta IRA believes knowledge is power and the more investors learn how self-directed IRAs give them control over their own investments as well as the freedom to choose from a large pool of alternative investments—their chances of achieving success can be significant,” says Callahan.

Event: Lunch and Learn: The Great Self-Directed IRA Quiz
Date: February 21, 2014
Time: 12:00 pm - 1:30 pm
Location: Advanta IRA Services, 13191 Starkey Road, Suite. 9, Largo, FL 33773
Cost: No charge – Lunch is provided
Register: Before 5:00 pm on February 20th, by contacting Larissa Greene at lgreene(at)advantairagroup(dot)com or by calling 727-581-9853, ext. 1140.

About Advanta IRA Services

Advanta IRA Services, located in Largo, Florida, has been in operation for over 10 years, providing administrative service to owners of self-directed retirement accounts 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 and other investors in managing self-directed IRAs by investing in real estate, notes, private placements and other non-traditional assets that have the potential to maximize retirement 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.


Contact

Follow us on: Contact's Facebook Contact's Twitter