Advanta IRA Holds Events for Investors: Real Estate Investments in A Self-Directed IRA

Share Article

Real estate investments are the most popular assets held within self-directed IRAs. AdvantaIRA Trust is holding a nationwide webinar and also a seminar in June for investors who want to learn how real estate can add diversity in portfolios and build wealth towards retirement.

real estate investments, self-directed IRA
One of the most popular assets our clients acquire with their self-directed IRAs are real estate investments.

Self-directed IRAs are favored by investors who want control of their own investment decisions. Account owners who self-direct are the only ones who control their funds—the only ones who choose the assets acquired by their IRAs. Additionally, self-direction opens a great, big door of opportunity behind which lies a myriad of alternative investments permissible within these accounts. Instead of being relegated to the average stock, bond, or mutual fund self-directed accounts can also hold assets such as real estate, precious metals, private stock, LLCs, fund business ventures, participate in foreign exchange and futures trading, oil and gas options…and much more.

“One of the most popular assets our clients acquire with their self-directed IRAs are real estate investments,” says Dave Owens, managing partner of AdvantaIRA Trust, headquartered in Fort Myers, Florida. Individual homes are not the only real estate related assets allowed in these types of retirement plans. Other examples include:

  •     Raw/unimproved land
  •     Commercial property
  •     Multi-family homes (apartments, duplexes, condominiums)
  •     Rental properties
  •     Tax liens and certificates; tax deeds
  •     Private loans and mortgages

Returns on real estate investments are made through rental income, quick rehab and flips, or by holding a property for a period of time instead of selling—waiting until sales prices peak. Private lending assets accrue income via the interest rates and other terms related to these transactions.

A leader in self-directed IRA administration, AdvantaIRA Trust neither sells investments nor gives investment advice. However, their team of experts does provide cutting-edge curriculum specifically designed for investors to learn how self-directing retirement and other savings plans can build income on a tax-free or tax-deferred basis. The webinar on June 25th is one of their most popular; the coffee talk seminar the following day is highly attended by investors interested in real estate investing.

Topics Advanta IRA staff covers at these events includes:

  •     Raw land
  •     Rentals - single homes, condominiums
  •     Private lending - lend money to investors or friends for investment and get much higher returns versus CDs with a mortgage for security
  •     LLC and private placements - join a group of private investors and purchase real estate at low prices or purchase private investments like a large commercial property

“These two events provide investors of all levels critical knowledge needed to navigate the entire realm of real estate investments in self-directed IRAs,” says Owens. Those unable to attend the seminar are highly encouraged to participate in the webinar.

Event: Webinar - Investing in Real Estate Using A Self-Directed IRA
Date: June 25, 2014
Time: 2:00 - 3:00 pm
Location: Online
Cost: No cost
Register: Contact Brenda Whetsell at Brenda(at)AdvantaTrust(dot)com

Event: Coffee Talk Seminar - Investing in Real Estate Using A Self-Directed IRA
Date: June 26, 2014
Time: 8:30 - 9:30 am
Location: AdvantaIRA Trust - 1520 Royal Palm Sq. Blvd., Ste. 320, Fort Myers, FL 33919
Cost: No cost
Register: Contact 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.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Brenda Whetsell
Follow us on
Visit website