Advanta IRA Presents Nationwide Webinar: Going Private with a Self-Directed IRA

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Many people would like the opportunity to invest in private placements but lack the funds to do so. Advanta IRA’s webinar provides attendees knowledge of how they can use self-directed IRAs to make these investments and build retirement income in the process.

self-directed IRA, Advanta IRA
Self-directed IRAs are popular because account owners control their own investment funds, choose their own assets, and can achieve success by investing in what they know and understand.

Sometimes individuals seeking investment opportunities may not think of using retirement funds to acquire assets—especially in the realm of private offerings or entities. However, using a self-directed IRA to do so, provided that there are adequate funds in the account, presents the opportunity to take advantage of a potentially prosperous investment and to grow wealth for retirement.

Private placements are often exempt from Securities and Exchange Commission (SEC) registration and reporting requirements and it is critical that investors know these types of investments pose several tax and structuring challenges. For this reason, the SEC dictates that private placements be made available only to experienced and sophisticated investors who can properly assess the risks and merits of these investments.

Qualified investors can use funds from self-directed accounts to make investments in private placements. “Common examples of private placements include stock in a local community bank, a venture capital investment in a startup tech or medical firm, a hedge fund or even a group of private investors pooling capital in an LLC to make a larger real estate purchase,” says Jack Callahan, managing partner of Advanta IRA Services. There are many other options available for investors who deem private placements are the right type of investment their portfolios.

Private placements are a great example of the different types of alternative investments available for those who self-direct their retirement accounts. “Self-directed IRAs are popular because account owners control their own investment funds, choose their own assets, and can achieve success by investing in what they know and understand,” says Callahan.

Interested individuals are encouraged to join Advanta IRA’s Scott Maurer for this webinar to learn how to use retirement funds to invest in LLCs, trusts, and other private placements. The gains accrue on a tax-free or tax-deferred basis depending on the structure of the self-directed account. Additionally, these types of investments can offer crucial diversity within portfolios.

Topics to be covered include:

  •     Different accounts that can be self-directed, including “checkbook-control IRAs”
  •     Structures of LLCs, private equity and trusts for investment purposes
  •     Prohibited transactions and disqualified persons
  •     Benefits and risks of private placements
  •     How an IRA can actually be the borrower on a transaction and discusses the structure of non-recourse loans

Event: Webinar – Going Private with Your Self-Directed IRA
Date: September 4, 2014
Time: 12:00 – 1:0pm
Location: Online.
Cost: No charge.
Register: By September 3rd by contacting Larissa Greene by phone at (727) 581-9853 x 1140, or by emailing 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.

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