Advanta IRA Administration Holds Event Featuring Real Estate Investment Experts Mark and Anne Lackey

Share Article

Funding from traditional lending institutions to purchase homes and other assets continues to be harder to acquire since the fall of the housing market years ago. Atlanta-based real estate investors Mark and Anne Lackey are guests of Advanta IRA’s event who want to share their secrets to success in the current real estate market, private lending opportunities, and how a self-directed IRA or 401(k) can acquire real estate assets to build wealth for retirement.

News Image
Self-directed IRA owners know that using their IRA to invest in notes and mortgages can be considerable assets in their retirement portfolios and provide necessary diversity recommended for all investment accounts.

Fortunately for all parties involved, savvy investors are able to offer private loans to individuals unable to jump through stringent corporate lending hoops. “Self-directed IRA owners know that using their IRA to invest in notes and mortgages can be considerable assets in their retirement portfolios and provide necessary diversity recommended for all investment accounts,” says Jack Callahan, Managing Partner of Advanta IRA Administration in Atlanta, Georgia.

On the flip side, borrowers are grateful for the opportunity of being able to acquire funding for purchasing homes or other things. Returns on these investment types are garnered by the interest rate assigned and other terms of the loan agreed upon by lender and borrower. “In cases of loan default, acquirement of the right asset can potentially garner hefty gains in an IRA at a future time of sale,” says Callahan.

Individual homes loans are not the only real estate assets allowed in self-directed IRAs and other investment accounts. Other examples include:

  •     Raw/unimproved land
  •     Commercial property
  •     Multi-family homes (apartments, duplexes, condominiums)
  •     Rental properties
  •     Real estate options
  •     Tax liens and certificates; tax deeds

Advanta IRA Administration is holding a complementary lunch-and-learn on March 28th to educate investors on the potential of real estate and private lending ventures in investment accounts. Mark and Anne Lackey are successful real estate investors who will lead this event by providing their secrets to success. Investors of all levels are invited and encouraged to attend.

Event: Lunch & Learn – Mark and Anne Lackey: Private Lending with a Self-Directed IRA
Date: March 28, 2014
Time: 11:45 – 1:00pm
Location: 3525 Piedmont Rd NE, Bldg 8, Ste 101, Atlanta, GA 30305
Cost: No charge; lunch is provided.
Register: By 5:00 pm on March 27th by contacting Teresa Chin by phone at (678) 513-8913 x 1147, or by emailing tchin(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.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Monte Smith
Follow us on
Visit website