While acquiring alternative investments can be as easy as it sounds using self-directed Roth IRAs, we advise clients to be fully educated in the benefits and risks involved.
Tampa, Florida (PRWEB) May 13, 2014
Investors who self-direct have access to a large pool of alternative investments that include real estate, private notes and mortgages, precious metals, timber, oil and gas opportunities…and much more. A Roth IRA offers unique benefits that other accounts do not. When an individual self-directs this type of account, the benefits can become even more powerful in terms of financial security in the golden years.
The whole idea behind self-directed plans is that the account owners gain total control of their own investment choices by choosing assets they know and understand…at their own pace and comfort level. For example, if one knows a lot about precious metals, gold and silver might be profitable assets. Those savvy in the foreign exchange market or futures trading may find their niche there. Know a lot about real estate or construction? Buying and selling residential and commercial property may garner tidy returns. Want to purchase a business on a tropical island to build retirement income? That is possible, as well, if an individual is well versed in the aspects involved.
“While acquiring alternative investments can be as easy as it sounds using self-directed Roth IRAs, we advise clients to be fully educated in the benefits and risks involved,” says Jack Callahan, managing partner of Advanta IRA in Largo, Florida and Atlanta, Georgia. With knowledge, these accounts become more understood allowing both sophisticated and beginning investors to make their own decisions that can potentially boost the earnings of their retirement portfolios.
“We do not offer advice, but we can and do teach people how these accounts work and how many alternative investment opportunities exist when one chooses to control their own investment funds,” says Callahan. Advanta IRA is holding this webinar designed to educate investors of all levels on the benefits of self-directed investment accounts. For more information about Advanta IRA’s events, visit http://www.advantaira.com.
Webinar date: May 15, 2014
Time: 9:00 – 10:00am
Cost: No charge.
Register: Prior to 5:00pm (EST) on May 14, 2014, by contacting Larissa Greene at
(800) 425-0653 x 1140 / lgreene(at)advantairagroup(dot)com
Webinar date: May 20, 2014
Time: 7:00 – 8:00pm
Cost: No charge.
Register: Prior to 4:00pm (EST) on May 20, 2014, by contacting Teresa Chin at
(800) 416-8736 x 1140 / 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 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.