Advanta IRA Services Holds Nationwide Webinar: Self-Directed IRA Essentials

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Self-directed IRA administrator Advanta IRA Services holds weekly seminars and webinars designed to empower investors in taking control of making their own investment decisions. The webinar Self-Directed IRA Essentials on March 4, 2014, provides crucial knowledge for novice and sophisticated investors who want to learn more about the benefits self-directed IRAs offer.

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This webinar was created to teach individuals about self-directed IRAs and other plans and to show investors that they can control their own portfolios by investing in things they know and understand.

Self-directed IRAs give account owners total control over investing their own funds in assets of their own choosing to build income for retirement. Types of retirement accounts that can be self-directed include real estate IRAs, Roth IRAs, 401(k) plans, SIMPLE and SEP IRAs and Individual(k) accounts. However, even education and health savings accounts can be self-directed and earn income on a tax-free or tax-deferred basis.

“This webinar was created to teach individuals about self-directed IRAs and other plans and to show investors that they can control their own portfolios by investing in things they know and understand,” says Jack Callahan, Managing Partner of Advanta IRA Services. Doing so has the potential to increase earnings and provides crucial diversification in their portfolios. For example, if a person is knowledgeable in real estate, a real estate IRA might be a profitable investment tool. Precious metals buffs might have better success acquiring those types of permissible assets in their portfolios. Someone with experience in mortgage lending might have success using self-directed IRAs to make private lending investments. “Self-directed IRAs give account owners total control in choosing from a myriad of alternative investments to build wealth towards retirement,” says Callahan.

Individuals interested in taking control of their investment decisions should not miss this opportunity to learn about alternative investments available for IRAs, which include but are not limited to real estate, mortgages, notes, LLC’s, private stock, tax liens and certificates and more.

Webinar participants will gain the following information:

  •     The basics of different types of self-directed plans and how each plan works
  •     The benefits and risks of investing
  •     Alternative investments allowed in self-directed plans
  •     Qualification and contribution limits for different plan types
  •     Guidance regarding which plan suits the individual’s needs and desires
  •     How to maximize the benefits of self-directed plans
  •     IRS regulations including prohibited transactions and dealing with disqualified persons

Advanta IRA does not offer investment advice, but is committed to educating their clients and other investors on the benefits and risks of using self-directed IRAs. Events such as webinars, seminars and interactive classes are held weekly at no cost for investors interested in learning about self-directed IRAs and other accounts.

Event: Webinar: Self-Directed Essentials
Date: March 4, 2014
Time: 12:00 p.m.-1:00 p.m.
Location: Online
Cost: No charge
Registration: Contact Larissa Greene before 5:00 p.m. on March 3, 2014 at lgreene(at)advantairagroup(dot)com or by phone at (800) 425-0653 ext. 1140.

About Advanta IRA

Advanta IRA Services, located in Largo, Florida, has been in operation for over ten 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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