Advanta IRA Hosts Nationwide Webinar: Investing in Hedge Funds Using a Self-Directed IRA

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Self-directed IRAs are popular because they allow investors to acquire a myriad of alternative investments as assets to build income for retirement. In this webinar on October 22, Advanta IRA addresses the fact that hedge funds are investments permissible within self-directed accounts and explains how this process works.

self-directed IRAs, hedge funds
Learning about different types of alternative investments such as hedge funds that are allowed in self-directed IRAs is critical for investors seeking diversity in retirement portfolios.

As with nearly any investment, hedge funds have had both positive and negative results. The media almost always sensationalizes these investment types and their impact. Investors who self-direct their retirement plans have the option to acquire hedge funds as assets, but sometimes it is hard for individuals to understand how to navigate the process. To clarify the use of self-directed IRAs to invest in hedge funds, Advanta IRA is hosting a nationwide webinar for investors who are considering adding these assets to their accounts.

In this webinar, guest speaker Dr. Paul Jabber of Globicom Advisory Services, LLC, explains what a hedge fund is and covers some of the related terms investors may have heard regarding these assets. He will also discuss how individuals can use self-directed IRAs to invest in hedge funds.

Monte Smith, CISP, of Advanta IRA Administration, LLC, explains to attendees what self-directed IRAs are and clarifies the rules and regulations of investing these accounts into private placements like hedge funds. The resulting ownership interest of the self-directed plan in these transactions is covered in great detail.

Advanta IRA encourages investors to attend this webinar to learn how self-directed plans offer account owners total control over their own investment choices. “Learning about different types of alternative investments such as hedge funds that are allowed in self-directed IRAs is critical for investors seeking diversity in retirement portfolios,” says Jack Callahan, managing partner of Advanta IRA Services, LLC, in Largo, Florida as well as Advanta IRA Administration, LLC, in Atlanta, Georgia.

Advanta IRA is a self-directed plan administrator serving clients nationwide. “We do not sell investments or give investment advice, but we are committed to providing current information through weekly events like this webinar—at no cost to participants—to educate investors about self-directed accounts and how they can benefit retirement income growth,” says Callahan.

Event: Webinar – Investing in Hedge Funds Using a Self-Directed IRA
Date: October 22, 2014
Time: 7:00 pm – 8:00 pm
Cost: No charge
Location: Online
Register: by 5:00 pm on October 21 by contacting Larissa Greene at (800) 416-8736 ext. 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 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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