Advanta IRA Administration Holds Two Events for Investors to Learn How to Use Self-Directed IRAs to Invest in LLCs and Private Placements

Self-directed IRAs are popular tools investors use to control their own investments and common assets permissible within these accounts include LLCs and private placements. For those not able to personally attend a lunch and learn in the Atlanta area on March 14th, Advanta IRA is holding a nationwide webinar on March 11th covering the same topics.

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Investing self-directed IRA funds into LLCs and private placements can be promising but complex options to build wealth for retirement. Advanta IRA’s goal is to empower investors by providing the knowledge needed to take control of their retirement plans.

Atlanta, Georgia (PRWEB) March 09, 2014

Advanta IRA is a self-directed IRA administrator that provides critical oversight of self-directed plans to ensure the administration of these accounts complies with IRS rules that govern them. While Advanta IRA neither sells investments, nor offers investment advice, their team of experts does provide cutting-edge educational curriculum designed for both novice and experienced investors to learn how to use self-directed IRAs and other plans.

Investors desiring to learn more about LLCs and private placements in self-directed IRAs are urged to attend one of these events—offered at no cost—that provide extensive information on the following topics:

  •     Alternative investment options available for self-directed IRAs in comparison to options of conventional IRAs held at brokerages and banks
  •     Investing IRA funds into trusts, LLCs, private placements and other entities
  •     How these entities must be structured and operate within IRS rules and regulations
  •     Prohibited transactions IRAs are not allowed to perform and disqualified persons IRAs may not do business with per IRC 4975
  •     Unrelated Business Income Tax IRAs may incur relevant to holding these types of assets
Self-directed IRAs offer account owners total control in choosing their own investments to secure a successful retirement. “Self-directed plans are allowed to hold many alternative investments that more conventional plans may not offer,” says Jack Callahan, Managing Partner of Advanta IRA Administration.

These particular events are designed specifically for investors who are considering investing in LLCs and private placements, which are just a few of the multitude of assets permissible in self-directed plans. “Investing self-directed IRA funds into LLCs and private placements can be a promising but complex option to build wealth for retirement. Advanta IRA’s goal is to empower investors by providing the knowledge needed to take control of their retirement plans and investment choices,” says Callahan.

Nationwide webinar – Investing in LLCs and Private Placements with Your Self-Directed IRA
Date: March 11, 2014
Time: 7:00 p.m. - 7:45 p.m.
Location: Online
Cost: No charge
Register: By contacting Teresa Chin at tchin(at)advantairagroup(dot)com or by calling (800) 425-0643, ext. 1147.

Lunch & Learn – Investing in LLCs and Private Placements with Your Self-Directed IRA
Date: March 14, 2014
Time: 11:45 a.m. – 1:00 p.m.
Location: Advanta IRA Administration, 3525 Piedmont Rd., NE, Bld. 8, Ste. 101, Atlanta, GA 30305
Cost: No charge; lunch is provided
Register: Before 5:00 p.m. on March 13th by contacting Teresa Chin at tchin(at)advantairagroup(dot)com or by calling (800) 425-0643, ext. 1147.

About Advanta IRA Administration

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.


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