The ability of controlling your own investment choices instead of relying on a third party to make these choices for you is the driving force behind those who use self-directed IRAs.
Largo, Florida (PRWEB) March 10, 2014
“Most people are not familiar with or may be confused by the intricacies of IRAs and self-directed IRAs in particular,” says Jack Callahan, Managing Partner of Advanta IRA Services. This webinar is designed to give the average individual an understanding of the terminology and rules involved with IRAs.
Experts at Advanta IRA educate participants of this webinar in the following areas:
- The basics of what to do and what not to do with your IRA
- Funding IRAs including transfers and rollovers
- Prohibited transactions and disqualified persons
- Examples of transactions made by clients of Advanta IRA
As knowledge of self-directed IRAs grows, investors are learning that alternative investments permissible in self-directed IRAs and other savings plans have the potential to boost retirement earnings, sometimes at a faster pace than the traditional stock, bond or mutual fund. Alternative investments include assets such as real estate, private lending, precious metals, foreign exchange, futures trading and much more.
Self-directed plans that hold alternative investments facilitate the diversification many financial advisors deem necessary to successful retirement portfolios. “The most attractive aspect of a self-directed IRA is that owners are able to invest in what they know, understand, and can control at a risk level these individuals are comfortable taking,” says Callahan. “The ability of controlling your own investment choices instead of relying on a third party to make these choices for you is the driving force behind those who use self-directed IRAs.”
Those who want to learn how to control their own retirement funds using self-directed IRAs are urged to join this webinar. Knowledge is power, after all, and Advanta IRA is committed to educating investors of all levels on the benefits and risks involved in self-direction.
Event: Webinar – Top Ten Things To Do and Not To Do with a Self-Directed IRA
Date: March 13, 2014
Time: 9:00 – 10:00 am
Cost: No charge.
Register: Prior to 5:00pm on Wedesday, March 12th, by contacting Larissa Greene by at (727) 581-9853 x 1140, or by emailing lgreene(at)advantairagroup(dot)com.
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.