Advanta IRA Administration Holds CE Class for Realtors in Atlanta, Georgia: Using Self-Directed IRAs to Invest in Real Estate

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Realtors with knowledge of self-directed IRAs can better serve clients who are investors and have the potential to attract new clients who are interested in using real estate investments to build wealth towards retirement. To help realtors achieve this goal, Advanta IRA Administration in Atlanta, Georgia, is offering a continuing education class for realtors on April 22, 2014.

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Realtors who are positioned to give advice to clients looking for investment properties can further serve these clients by having knowledge of the benefits of different types of retirement accounts, such as self-directed IRAs.

Advanta IRA Administration is committed to the education of investors—and professionals who serve investors—regarding all elements of using self-directed IRAs to build income toward retirement. Self-directed IRAs are unique in that they provide account owners total control in making their own investment decisions. Many investors use self-directed accounts to acquire alternative investments such as real estate, tax liens and certificates, and to invest in private loans and mortgages.

These facts should be of great interest to real estate professionals across the nation. Real estate is considered a safe hedge against the sharp edge of the stock market and the right piece of property can garner quite a nest egg towards retirement. “Realtors who are positioned to give advice to clients looking for investment properties can further serve these clients by having knowledge of the benefits of different types of retirement accounts, such as self-directed IRAs,” says Jack Callahan, Managing Partner of Advanta IRA Administration.

The real estate market has not fully recovered since it fell years ago allowing homeowners and investors alike the ability to acquire prime pieces of real estate at relatively low costs. While some potential homeowners may not meet the stringent requirements of traditional mortgage companies, realtors who understand how self-directed IRAs can invest in private notes and mortgages might be able to connect certain clients to achieve a win-win situation for all.

Self-directed IRAs are a great tool investors use not only to build retirement income but to achieve critical diversity in their portfolios. Alternative investments permissible in self-directed accounts include assets other than real estate, as well. “The opportunities are very broad and offer investors the ability to invest in assets they personally know, understand and can control,” says Callahan.

Atlanta-area realtors interested in becoming a more valuable asset to their clients are encouraged to attend this continuing education class to learn more about self-directed IRAs, rules and regulations, and just how easy it is for investors to use these accounts.

Event: Three-hour Continuing Education for Realtors: Using Self-Directed IRAs to Invest in Real Estate
Date: April 22, 2014
Time: 10:00 am – 1:00 pm
Location: 3525 Piedmont Rd. NE, Bldg. 8, Ste. 101, Atlanta GA 30305
Register: Seats are limited! Register early - Contact Teresa Chin by calling 678-513-8913 ext. 1147 or emailing tchin(at)advantairagroup(dot)com.

About Advanta IRA

Advanta IRA Services, located in Largo, Florida, has been in operation for over 10 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 Atlanta, Georgia and surrounding areas. 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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Monte Smith
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