Advanta IRA Holds Seminar: How to Use an IRA to Invest in Real Estate Using LLCs and Trusts

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Advanta IRA Services in Florida is hosting a lunch and learn seminar for investors who want to learn more about diversifying assets in retirement portfolios. This popular class explains in detail how to use LLCs and trusts to hold real estate in self-directed IRAs.

self-directed IRA, real estate investment
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 wealth toward retirement.

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. Alternative investments are most often acquired and held directly in the name of the IRA. However, IRAs can also hold a private placement—such as an LLC or trust—which, in turn, invests in the desired assets.

As investors become more familiar with self-direction, they are learning the different ways these plans can be used to acquire alternative investments. “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 wealth toward retirement,” says Jack Callahan, managing partner of Advanta IRA with locations in the Tampa, Florida and Atlanta, Georgia areas.

As an experienced and successful self-directed IRA administrator, Advanta IRA neither sells investments nor provides investment advice. What the company 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.

“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 and trusts are simply another investment strategy that may work well for someone who fully understands how they work in an IRA. While real estate is the most popular investment in an IRA, alternative investment pool is quite large and includes notes and mortgages, precious metals, tax liens and certificates, foreign exchange and even timber rights and options contracts…and much more.

These types of transactions are not restricted to sophisticated investors, but the details involved can certainly be a bit more complicated than the average acquisition of real estate in an IRA. With this in mind, Advanta IRA is holding this event tailored for individuals and investors of all levels to learn how to use their self-directed IRAs in this manner.

Event: Lunch and Learn—LLCs and Trusts: How to Use Your IRA to Invest in Real Estate Using LLCs and Trusts
Date: August 22, 2014
Time: 12:00pm - 1:30pm
Location: Advanta IRA Services, 13191 Starkey Rd., Ste. 9, Largo, FL 33773
Cost: No charge; Lunch is provided.
Register: By 5:00pm on August 21st 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 a decade, 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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