Advanta IRA Hosts Popular Event for Investors: Real Estate Investments in Self-Directed IRAs

Share Article

Advanta IRA Services is holding a seminar for individuals to learn about acquiring real estate investments in self-directed IRAs. This is the firm’s most popular event and attendees should register by 5 p.m. on July 31st in order to participate.

real estate investments, self-directed IRAs
Our clients have used self-directed retirement funds to invest in raw land, rental projects, rehab properties, private mortgages, tax liens, options…and many more real estate related investments.

This seminar is offered at no cost to attendees and will focus primarily on investing retirement funds (traditional, Roth, SEP IRA and others) into different types of real estate investments. In addition to reviewing some of the basic rules and prohibited transactions, Advanta IRA’s experts discuss how the process works and how investors of all levels can earn tax-free or tax-deferred returns on real estate assets.

“Our clients have used self-directed retirement funds to invest in raw land, rental projects, rehab properties, private mortgages, tax liens, options…and many more real estate related investments,” says Jack Callahan, managing partner of Advanta IRA Services. During the presentation, some of these transactions as well as the benefits and risks that come with self-direction are explained in great detail.

“Savvy investors use self-directed IRAs because they want to choose their own investments and because self-directed plans allow different types of alternative investments, like real estate, not offered by typical brokerage houses or investment firms,” says Callahan. These events offer knowledge about self-directed accounts that investors need to know of when they choose to self-direct. Attendees learn about compliance within IRS standards and gain increased knowledge of the many alternative investments permissible in self-directed plans.

Investors of all levels who want to learn more about using IRAs to invest in real estate and related opportunities are encouraged to attend this webinar.

Event: Lunch & Learn – How to Invest in Real Estate with a Self-directed IRA
Date: August 1, 2014
Time: 12:00 pm-1:30 pm
Location: Advanta IRA Services, 13191 Starkey Road, Ste. 9, Largo, FL 33770
Cost: No charge. Lunch is provided.
Registration: Contact Larissa Greene before 5:00 p.m. (EST) on July 31st at lgreene(at)advantairagroup(dot)com or by phone at (800) 425-0653 ext. 1140.

About Advanta IRA

Advanta IRA Services, located in Largo, Florida, has been in operation for over ten 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

Scott Maurer
Follow us on
Visit website