Advanta IRA Hosts Webinar: Invest in Real Estate Without Paying Taxes by Using Self-Directed IRAs

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Advanta IRA Services is holding a nationwide webinar on September 11th for individuals to learn about acquiring real estate investments in self-directed IRAs. By using an IRA to acquire these assets, income is gained on a tax-free or tax-deferred basis.

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

Many people are under the mistaken assumption that in order to use an IRA to acquire real estate, the funds must first be taken out of the IRA and incur taxes and penalties by doing so before using that money to invest. This is simply not the case. Advanta IRA’s webinar demonstrates how investors can use retirement plans to invest in real estate without having to pay income taxes.

“Using a self-directed IRA, individuals make the real estate investment underneath the IRA umbrella—acquiring the asset in the name of that IRA and using funds available in the account—thus avoiding any taxes or penalties, and preserving more capital to invest,” says Jack Callahan, managing partner of Advanta IRA Services in Florida. The webinar, offered at no cost, provides attendees the opportunity to learn the process in great detail.

Interactive instruction focuses primarily on using retirement funds (traditional, Roth, SEP IRAs and others) to make 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 investments.

Savvy investors use self-directed IRAs because they want to choose their own investments and because these plans allow different types of alternative investments, like real estate, not offered by typical brokerage houses or investment firms. Advanta IRA Services hosts weekly events such as this webinar to offer knowledge about self-directed accounts that investors need to know of when they choose this method of building retirement income.

Attendees learn about compliance within IRS standards and gain increased knowledge of the many alternative investments permissible in self-directed plans. “Our clients have used retirement funds to invest in raw land, rental projects, rehab properties, private mortgages, tax liens, options…and many more real estate related investments,” says Callahan. During the presentation, some of these transactions as well as the benefits and risks that come with self-direction are explained.

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: Webinar – Invest in Real Estate Without Paying Taxes
Date: September 11, 2014
Time: 12:00 pm-1:00 pm
Location: Online
Cost: No charge.
Registration: Contact Larissa Greene before 5:00 p.m. (EST) on September 10th 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.

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