Investing in private equity is for savvy investors, so knowledge is key
Fort Myers, FL (PRWEB) June 11, 2014
AdvantaIRA Trust and First Green Bank are teaming up for a national webinar on investing in private and community bank stocks using a self-directed IRA on June 17. Private equity is an asset that the IRS allows to be held in an IRA while enjoying all of the tax saving benefits associated with an IRA.
Using a self-directed IRA to invest in private and community bank stocks is a common investment in retirement accounts. Private equity is different than publicly traded stocks because it does not have the public disclosure laws associated with it. This is beneficial to the investor who can self-direct this type of investment using their own research and knowledge.
Not all IRA companies allow investors to invest in private equity since some administrators only deal with investments they sell, but AdvantaIRA Trust allows clients to invest in non-traditional assets like private and community bank stocks using their retirement account. The investor has total freedom with which company they decide to invest with. Dave Owens, managing partner at AdvantaIRA Trust, says “Investing in private equity is for savvy investors, so knowledge is key.”
During the national webinar AdvantaIRA Trust and First Green Bank will be discussing how to invest in private and community bank stocks using an IRA. This includes how self-direction works, how a bank offering works, what to look for in an offering agreement, and what documents are involved. Attendees will be able to ask questions during the webinar.
Event: Webinar- Investing in Private and Community Bank Stocks using a Self-Directed IRA
Date: June 17, 2014
Time: 3:00-4:00 pm EST
Register: To register email Brenda Whetsell at Brenda(at)AdvantaTrust(dot)com
About AdvantaIRA Trust
AdvantaIRA Trust is a self-directed IRA administrator that provides tax-deferred and tax-free investment opportunities, superior customer service, and educational tools to assist investors in realizing the maximum benefits possible within IRAs. AdvantaIRA makes it easy to use self-directed retirement plans to invest in assets that the individual investor knows, understands, and can control.
About Dave Owens
Dave Owens is the managing partner at AdvantaIRA Trust in Fort Myers, Miami, Gainesville, New England, and the Florida Panhandle. Owens opened the AdvantaIRA Trust headquarters in Fort Myers, FL in 2003. His background as a certified public accountant, combined with a long history of personal retirement self-direction, provides his audiences and clients with solid advice and practical solutions to their IRA investment questions. Dave holds a BS in accounting from Purdue University. He also earned the prestigious Certified Exchange Specialist designation through the Federation of Exchange Accommodators.