Advanta IRA Presents Two Powerful Events to Educate Investors: Take Control of Your Investments with Self-Directed Traditional IRA and Roth IRAs

Advanta IRA in Atlanta, Georgia and Largo, Florida continue educating all levels of investors by holding two informative, interactive events in April about the power of self-directed retirement plans. These events explain self-directed traditional and Roth IRAs and the alternative assets available for these accounts.

  • Share on TwitterShare on FacebookShare on Google+Share on LinkedInShare on PinterestEmail a friend
Self-directed traditional and Roth IRAs allow investors to acquire alternative investments they are familiar with and provide the freedom to invest at a pace that falls within their comfort zones.

Tampa, Florida (PRWEB) April 21, 2014

Self-directed IRAs give account owners complete control over choosing their own investments they know and understand. Self-directed traditional and Roth IRAs are two popular plan types investors utilize to choose alternative assets to grow wealth for retirement.

Alternative investments include, but are not limited to:

  •     Commercial and residential real estate
  •     Private lending (notes and mortgages)
  •     Precious metals
  •     LLCs and LLPs
  •     Accounts receivable
  •     Timber, oil and gas opportunities…and much more

Self-directed IRAs are becoming more popular as investors learn more about their benefits:

  •     Tax-deferred or tax-free income towards retirement
  •     Control in choosing investments
  •     Many different alternative investment choices
  •     Diversification for retirement portfolios

The greatest benefit of self-directed IRAs is that plan owners gain total control of their own investment choices instead of relying on someone else to make these critical choices for them. “Self-directed traditional and Roth IRAs allow investors to acquire alternative investments they are familiar with and provide the freedom to invest at a pace that falls within their comfort zones,” says Jack Callahan, Managing Partner of Advanta IRA Services (Florida) and Advanta IRA Administration (Georgia).

Advanta IRA holds weekly events about self-directed retirement plans in to educate investors and other professionals within the industry. “Many first-time attendees do not understand the very basics of self-direction and our aim is to make sure they walk away with a better-than-average understanding of what taking control of their own investments might mean in terms of building wealth for retirement,” says Callahan.

The upcoming events below are designed for both the beginner and sophisticated investor.

Florida Event: Lunch and Learn – The Power of a Self-Directed Roth IRA
Date: April 25, 2014
Time: 12:00 – 1:30 pm
Cost: No charge; Lunch is provided
Location: Advanta IRA Services, 13191 Starkey Road, Suite 9, Largo, FL, 33773
Register: by 5:00 pm on April 24th by contacting Larissa Greene at (727) 581-9853 ext. 1140 or emailing lgreene(at)AdvantaIRAGroup(dot)com

Georgia Event: Lunch & Learn – Investing in Real Estate, Notes and Private Placements
Date: April 25, 2014
Time: 11:45 am – 1:00 pm
Cost: No charge; Lunch is provided
Location: Advanta IRA Administration, 3525 Piedmont Rd NE, Bldg. 8, Ste. 101, Atlanta, GA 30305
Register: by 5:00 pm on April 24th by contacting Teresa Chin at (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.


Contact

Follow us on: Contact's Facebook Contact's Twitter