Advanta IRA Hosts June Seminars: Real Estate, Notes, and More in Your IRA

Share Article

Advanta IRA Administration announces two powerful luncheon seminars to be held in the Atlanta, Georgia area in June. These events are designed to teach investors how they can use alternative investments to build wealth towards retirement.

News Image
Self-directed IRAs offer owners of these accounts complete control in choosing their own investments.

The most popular investment in an IRA is real estate. However, investing in private notes, LLCs and private placements is gaining popularity, as well. These assets have the potential to build tax-free or tax-deferred income towards retirement and also add well-balanced diversity to your portfolio.

Self-directed IRAs offer owners of these accounts complete control in choosing their own investments,” says Jack Callahan, managing partner of Advanta IRA Administration. Many individuals are seeking knowledge about the benefits of self-direction and want to know how they can take control of their own investment funds. “This is one reason we offer events at no cost to investors of all levels because the more one knows the better chances are of success—and who should be more qualified to invest your funds than you?”

Control over their own funds is not the only thing investors who use self-directed accounts seek. An incredibly large selection of alternative investments is permissible in these accounts—acquired at the discretion of the account owner and provided the account is in compliance with IRS rules and regulations that govern them.

The lunchtime seminar on June 6th features Advanta IRA’s Monte Smith, CISP, who will discuss how an IRA can own retirement income-producing real estate, the various types of loans clients can make out of their self-directed accounts, and the benefits that can come with private lending, as well as how an IRA can invest in a private placement. Disqualified persons, potential pitfalls of private lending, and examples of transactions of some of Advanta IRA’s clients will also be topics of discussion.

The seminar on June 13th is also a lunch and learn geared towards the individual who is considering using an IRA to invest in an LLC or other private placement. Advanta IRA addresses how the investment options for a self-directed IRA differ from more conventional IRAs held at brokerage firms and banks. Investing IRA funds into a trust, LLC or other type of entity can be a promising but complex option. Attendees will learn how those entities are structured and of what rules one must be aware. Several types of entities will be covered, as well as prohibited transactions, disqualified persons, and Unrelated Business Income Tax.

This popular seminar will be repeated in a webinar on June 17th for those unable to attend the lunch and learn on June 13th.

These events are some of Advanta IRA Administration’s most popular, so please register at least one day in advance of the seminar you wish to attend. For a complete list of events, please visit http://www.advantaira.com/georgia.

Register by contacting Teresa Chin at (800) 416-8736 ext. 1147 or tchin(at)advantairagroup(dot)com.

About Advanta IRA Administration

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.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Monte Smith
Follow us on
Visit website