Advanta IRA Offers Georgia Realtors Continuing Education Class

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Advanta IRA Administration believes realtors can attract new clients who are investors and better serve existing clients by learning about real estate IRAs. This class on October 22 offers three hours of continuing education at no cost to realtors.

real estate IRAs, Advanta IRA
There are many different assets investors acquire using real estate IRAs and the point of self-direction is that account owners make their own decisions as to which investments they want to make.

Self-directed IRAs are powerful investment accounts that allow owners total control over their investment funds and decisions to build wealth for retirement on a tax-free or tax-deferred basis. The most popular investment in these accounts is real estate. Commonly called real estate IRAs, these plans can hold commercial and residential properties, raw land, private lending investments, and much more.

Realtors are encouraged to learn why more individuals are choosing to use these accounts. Attendees learn how these plans work, investments that are permissible, and how they can apply this knowledge within their profession to become informational powerhouses for clients who are investors.

“There are many different assets investors acquire using real estate IRAs and the point of self-direction is that account owners make their own decisions as to which investments they want to make,” says Jack Callahan, managing partner of Advanta IRA Administration in Atlanta, Georgia.

Investments permissible in self-directed accounts include:

  • Rehab-and-flip projects
  • Commercial and rental property
  • Single and multi-family homes
  • Improved and unimproved land
  • Notes and mortgages
  • Tax liens and deeds

As one of the nation’s leading self-directed plan administrators, Advanta IRA does not sell investments or give advice pertaining to investments. “We do provide weekly educational events designed not only for investors but for professions that serve investors to learn about self-directed IRAs and the large pool of alternative investments allowed in these accounts,” says Callahan.

Realtors who want to learn more about real estate IRAs can attend this class and receive three hours of continuing education. Participants gain knowledge in all areas of self-direction including:

  • What a real estate IRA is and how it works
  • How these accounts can attract clients and grow commission for realtors
  • How knowledge of self-directed IRAs can benefit their own portfolios
  • What types of retirement accounts can be self-directed
  • Types of investments and transactions that are not permitted in these plans

There are only a few days left to register for this popular event and spacing is limited. Those who wish to attend are highly encouraged to reserve their spots today!

Event: Three-Hour Continuing Education Class for Realtors
Date: October 22, 2014
Time: 10:00 am - 1:00 pm
Location: Advanta IRA Administration, 3525 Piedmont Rd. NE, Bldg. 8, Ste. 101, Atlanta, GA 30305
Cost: No charge
Register: By 5:00 pm on October 21, by contacting Larissa Green at (800) 416-8736 ext. 1140 or email 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 Atlanta, Georgia and surrounding areas. 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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