As a self-directed plan administrator, Advanta IRA does not offer investment advice, but is committed to educating our clients and other investors on the benefits and risks of using self-directed IRAs.
Tampa, Florida (PRWEB) August 01, 2014
A self-directed IRA has the potential to garner substantial investment earnings and provides crucial diversification in retirement portfolios. These accounts are becoming more widely used because they allow alternative investments as assets. Alternative investments include but are not limited to real estate, mortgages, notes, LLC’s, private stock, tax liens and certificates, oil and gas options, foreign exchange and currency trading, and much more.
Additionally, there are many different retirement plans that can be self-directed and earn income on a tax-free or tax-deferred basis. Types of accounts include real estate IRAs, traditional and Roth IRAs, 401(k) plans, SIMPLE and SEP IRAs, Individual(k) accounts, as well as education and health savings accounts.
“We hold weekly seminars and webinars designed to empower investors to control their own investment funds by investing in things they know, understand and can control,” says Jack Callahan, managing partner of Advanta IRA Services. The company believes knowledge is power, control is key, and diversity is essential to building wealth for retirement. Events such as this upcoming webinar are designed to teach attendees elements of these plans and the investments permissible in them.
Webinar participants can expect to learn:
- All elements of self-directed IRAs
- Alternative investments permissible within these accounts such as real estate, private lending opportunities, LLCs, private stock, and more
- Different types of plans
- Qualifications, rules, and regulations
- Contribution limits for different plan types
- Help determining which plan suits the individual depending on their status and how to maximize their benefits
“As a self-directed plan administrator, Advanta IRA does not offer investment advice, but is committed to educating our clients and other investors on the benefits and risks of using self-directed IRAs,” says Callahan. Events such as webinars, seminars and interactive classes are offered at no cost for investors interested in learning about self-directed IRAs and other accounts.
Event: Webinar: Self-Directed Essentials
Date: August 5, 2014
Time: 12:00 pm-1:00 pm
Cost: No charge
Registration: Contact Larissa Greene before 5:00 pm (EST) on August 4, 2014, 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.