Lunch and Learn with Advanta IRA: A Unique Look at Self-Directed IRAs

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Advanta IRA is hosting this presentation in the Tampa Bay area for individuals to learn how to control their own investments using a self-directed IRA. This is one of their most popular events, but there are a few spots left—reserve a seat today!

Advanta IRA, self-directed IRAs
The whole idea behind self-directed plans is that the account owners gain total control of their own investment funds and choices.

Self-directed IRAs offer account owners total control in choosing their own investments to build wealth for retirement.

“The whole idea behind self-directed plans is that the account owners gain total control of their own investment funds and choices,” says Jack Callahan, Managing Partner of Advanta IRA Services. “Self-directed plan owners are able to invest in things they know and understand…at their own pace and comfort level.”

As self-directed retirement plans become more commonly understood, both sophisticated and beginning investors are finding these types of accounts can potentially boost the earnings of retirement portfolios. Even so, many people are unaware of self-directed accounts and the benefits alternative investments offer.

Diversity in retirement and other investment accounts is crucial and alternative investments provide many opportunities for diversification.

Alternative investments include: real estate, precious metals, mortgages, notes, tax liens, private placements, LLCs, foreign currency exchange, and futures trading. Other alternative investments are found in oil and gas opportunities, cattle, raw land, accounts receivable and more. The list of possible alternative investments can be extensive. The only items not permissible in these accounts are the following as deemed by the IRS: collectibles and life insurance contracts.

“While Advanta IRA does not provide investment advice, we do encourage investors to educate themselves on the benefits of self-directing their investment accounts,” says Callahan. With that in mind, they are holding this seminar designed to educate investors on the potential benefits of self-directed investment accounts.

Event – Lunch and Learn: A Unique Look at Self-Directed IRAs
Date: October 24, 2014
Time: 12:00 – 1:30pm
Location: Advanta IRA Services, 13191 Starkey Rd., Ste. 9, Largo, FL 33773
Cost: No charge. Lunch is provided.
Register: Prior to 5:00pm on October 23, 2014, by contacting Larissa Greene at
(727) 581-9853 x 1140 / 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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Scott Maurer
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