Advanta IRA Holds Webinar for Investors: Crowdfunding With Self-Directed IRAs

Share Article

Leading the effort to educate investors on the subject of using self-directed IRAs to invest in crowdfunding ventures, Advanta IRA is holding a nationwide webinar on June 26th. Investors of all levels are invited to participate and discover how these alternative investments can work to build wealth for retirement.

self-directed IRAs, crowdfunding, investments
In terms of the world of finance, crowdfunding is projected to become a popular way for companies obtain funding by selling small amounts of equity to a large number of investors—which has the attention self-directed IRA owners.

The word crowdfund refers to a new way small businesses and other entities may use to seek investors to raise capital to fund their endeavors. In the past, only sophisticated and accredited investors were permitted to participate in private equity opportunities. However, the Jumpstart Our Business Startup (JOBS) act potentially allows unaccredited investors to participate in these ventures, allowing new and existing companies to raise small amounts of money from large groups—or crowds—of people. Those who use self-directed IRAs are looking forward to the investment options this presents.

Use of the Internet and social media platforms helped crowdfunds become a successful way to raise donation funds for a worthy cause for which donors receive nothing in return. When used as an investment vehicle, individuals typically receive shares or equity in the venture. “In terms of the world of finance, crowdfunding is projected to become a popular way for companies obtain funding by selling small amounts of equity to a large number of investors--which has the attention of self-directed IRA owners,” says Jack Callahan, managing partner at Advanta IRA Services.

Join Scott Maurer of Advanta IRA on this webinar to discover how individuals can use self-directed IRAs to invest in crowdfunding opportunities. Guest David Chitester of Florida Funders explains this new investment concept and how smaller investors are using the internet to find investment opportunities that they otherwise may not have been able to participate in.

Chitester and Maurer also explain what things an investor needs to be aware of when considering these types of investments. “This webinar is a great opportunity for all investors to learn the ins-and-outs crowdfunding presents and to be able to ask questions of the experts,” says Callahan.

Advanta IRA does not offer investment advice, but is committed to educating clients and other investors on the benefits and risks of using self-directed IRAs. Events such as webinars, seminars and interactive classes are offered at no cost for investors and other individuals seeking ways to diversify their retirement portfolios. A full calendar of events can be found by visiting

Event: Webinar –Crowdfunding
Date: June 26, 2014
Time: 12:00 – 1:00 pm
Location: Online
Cost: No charge.
Register: Prior to 5:00 pm EST on Wednesday, June 25, 2014, by contacting Larissa Greene at (800) 425-0653, ext. 1140, or email lgreene(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.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Jack Callahan
Follow us on
Visit website