Spring Into Self-Direction with Advanta IRA Services by Attending Lunch and Learn: Self-Directed IRAs and How They Work

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Self-directed IRAs are becoming increasingly popular tools investors utilize to build wealth toward retirement and Advanta IRA is holding an event regarding the benefits of these accounts. The largest draw these plans present is total control account owners have in choosing their own investments—enabling them to invest in what they know and understand instead of relying on third parties to make investment choices for them.

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Advanta IRA’s mission is not simply to provide top-notch administration of self-directed IRAs, but to fully educate investors about self-directed plans and the alternative investments available to those who want to control their retirement futures.

What is a self-directed IRA? Simply put, it is an IRA that provides two crucial benefits: self-directed account owners gain total control in choosing their own investments; self-directed IRAs allow a plethora of alternative investments to be held as assets in these plans.

What are alternative investments? Many investors commonly use brokerage firms or other companies to administer their IRAs. These accounts are often limited to holding assets those firms sell which typically involve more traditional investments like stocks, bonds, and mutual funds. Alternative investments include assets such as real estate, oil and gas options, LLCs, gold and other precious metals, private lending opportunities, foreign exchange, futures trading…and much, much more.

“The key to success in using self-directed IRAs is that account owners are able to acquire assets that they personally know and understand,” says Jack Callahan, Managing Partner of Advanta IRA Services in Largo, Florida. Doing so provides diversity in retirement portfolios. Because account owners maintain control over their own investment choices, they also acquire a certain degree of control over the wealth-building potential of those investments.

Self-directed IRAs are not a new concept and are, in fact, utilized by many a savvy investor to build a tidy nest egg for retirement. However, there are many people who do not understand how to use these accounts. Advanta IRA is a self-directed account administrator that neither sells investments nor provides investment advice. Advanta IRA does offer educational tools designed to teach investors about the realm of self-directed plans and the freedom investors acquire when using them. “Advanta IRA’s mission is not simply to provide top-notch administration of self-directed IRAs, but to fully educate investors about self-directed plans and the alternative investments available to those who want to control their retirement futures,” says Callahan.

In keeping with their commitment to provide critical education to investors, Advanta IRA Services is hosting a lunch and learn on April 4th. Those who wish to learn the benefits as well as the risks of self-directed IRAs are encouraged to attend. This event, which includes lunch, is offered at no cost to attendees.

Event: Lunch and Learn: Spring into Self-Direction
Date: April 4, 2014
Time: 12:00 pm - 1:30 pm
Location: Advanta IRA Services, 13191 Starkey Rd., Ste. 9, Largo, FL 33773
Cost: No charge; lunch is provided
Register: 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.

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