Lunch and Learn with Advanta IRA: LLCs and Trusts — How They Work in a Self-Directed IRA

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Advanta IRA Services in Florida is hosting this lunch seminar for investors who want to learn more about diversifying assets in retirement portfolios. This popular class explains in detail how these entities work within self-directed IRAs.

self-directed IRAs
Many investors hold private placements in the form of an LLC or a trust as assets in their IRAs and these entities acquire investments that can help build income for retirement within the account.

Self-directed IRAs give account owners total control in choosing their own assets to build retirement income on a tax-free or tax-deferred basis. Typically, the alternative investment is held directly in the name of the IRA. However, the IRA is also allowed to hold a private placement—such as an LLC, LLP, or trust—which, in turn, invests in the desired assets.

As investors become more familiar with self-direction, they are learning the different ways to utilize these accounts. “Many investors hold private placements in the form of an LLC or a trust as assets in their IRAs and these entities acquire investments that can help build income for retirement within the account,” says Jack Callahan, managing partner of Advanta IRA Services in Florida.

While these transactions are not restricted to more sophisticated investors (though depending on the types of assets an investor desires—they may be) the details involved can certainly a bit more intricate than the average acquisition of real estate in an IRA. With this in mind, Advanta IRA is holding this event tailored for investors of all levels to learn how to use their self-directed IRAs in this manner.

“Our clients choose to use self-directed IRAs because they like being in control of choosing their own assets, based on their own knowledge of different alternative investments, and having the freedom to make these investments at a pace they are comfortable with,” says Callahan. LLCs, LLPs and trusts are simply another investment strategy that may work well for someone who fully understands how they work in an IRA. The alternative investment pool is quite large and includes real estate, notes and mortgages, precious metals, tax liens and certificates, foreign exchange and even timber rights and options contracts and much more.

As an experienced and successful self-directed IRA administrator, Advanta IRA neither sells investments nor provides investment advice. What Advanta IRA does do is provide educational curriculum at no cost for investors who want to learn about self-directed IRAs and how to use them to build wealth towards retirement.

Event: Lunch and Learn—LLCs and Trusts: How to Hold Your Self-Directed Assets in Other Types of Entities
Date: June 20, 2014
Time: 12:00pm - 1:30pm
Location: 13191 Starkey Rd., Ste. 9, Largo, FL 33773
Cost: No charge
Register: By 5:00pm on June 19th by contacting Larissa Greene at lgreene(at)advantairagroup(dot)com or by calling 727-581-9853, ext. 1140.

About Advanta IRA Services

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.

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