As an IRA Specialist, Shaw can assist other investors and professionals in aspects of how self-directed IRAs work and the alternative investments, such as real estate, permissible in these accounts.
Tampa, Florida (PRWEB) October 24, 2014
Advanta University (Advanta U) is a series of sophisticated yet simple educational courses designed to teach certain professionals about self-directed IRAs. Graduates receive an IRA Specialist designation and enough knowledge to benefit themselves and their clients by knowing how these plans work to build tax-free or tax-deferred income for retirement.
“Successful Tampa Bay Area real estate investor, Dave Shaw, has completed Advanta U courses and received a certificate of accomplishment that touts him as an IRA Specialist,” says Jack Callahan, managing partner of Advanta IRA Services. "As an IRA Specialist, Shaw can assist other investors and professionals in aspects of how self-directed IRAs work and the alternative investments, such as real estate, permissible in these accounts."
Shaw and his wife, Mary, self-direct their retirement funds with Advanta IRA Services, a self-directed plan administrator serving clients nationwide. When asked why they chose self-direction, Shaw says, “Ups and downs can happen in the housing market, too. However, when you self-direct and YOU choose your investments wisely and make your decisions based on what you know and understand, you can mitigate the impact on your portfolio.” Read more about Shaw, his career and investing success by visiting his guest blog on Advanta IRA's web site.
Advanta U offers critical courses at no cost to CPAs, realtors, and attorneys to provide powerful knowledge of self-directed IRAs and like accounts used to build retirement income on a tax-free or tax-deferred basis. By becoming a designated IRA Specialist, these individuals are able to facilitate better service to existing clients and also cultivate an entirely new class of clients who are investors. Additionally, as in Shaw’s case, graduates also learn how to control their own investment funds and decisions using self-directed IRAs.
For more information about Advanta U, course requirements, and participation, please visit http://www.advantaira.com/university/tampa.
While some courses require participation in a live class, Advanta IRA does offer webinars and can sometimes substitute webinars for a live event to make participation work at the student’s convenience. Callahan is Managing Partner at Advanta IRA Administration in Atlanta, Georgia, and that location offers Advanta U curriculum, too. Their class schedule can be found by visiting http://www.advantaira.com/university/georgia.
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.