Advanta IRA Hosts Nationwide Webinar on October 31 for Investors: Do Not be Scared of Alternative Investments

Share Article

Alternative investments are assets that exceed the boundaries of the traditional stock, bond, and mutual fund. While many people are unfamiliar with and even afraid of investing outside of the typical Wall Street box, a growing class of investors is taking advantage of the wealth building potential alternatives offer—and this webinar by Advanta IRA is designed to teach others why these assets are not to be feared.

alternative investments, self-directed IRAs
Self-directed account owners have decided they would rather be in control of their own funds and decisions and doing so opens the door to a vast amount of alternative investments permissible in these plans.

There have been many discussions recently by financial experts regarding the increasing popularity of alternative investments. Clients of Advanta IRA know a viable alternative asset can potentially score higher gains at a faster pace than more traditional methods.

Self-directed IRAs are also receiving recognition, as these accounts allow a very large pool of non-traditional assets not available in the typical IRA. Why? Because, the average IRA custodian limits investors to options they sell which are typically the more traditional options such as stocks, bonds, and mutual funds. Those who use these custodians are comfortable allowing their account managers to pick and choose investments for them—from the limited, traditional offerings on the firm’s menu.

Self-directed account owners have decided they would rather be in control of their own funds and decisions and doing so opens the door to a vast amount of alternative investments permissible in these plans,” says Jack Callahan, managing partner of Advanta IRA Services in Florida and Advanta IRA Administration in Georgia. "Additionally, these plan owners have learned that by investing in things they personally know and understand, their chances of success increase…sometimes exponentially.”

This webinar is designed for investors to learn about alternative investments and the diversification these assets offer to portfolios. Knowledge is power—and Advanta IRA believes that when people come to understand these alternative assets the more willing they become to explore the potential they hold in building wealth inside a self-directed IRA.

Event: Webinar: Do Not Be Scared of Alternative Investments
Date: October 31, 2014
Time: 2:00 – 3:00 pm
Location: Online
Cost: No charge.
Register: Before 5:00 pm on October 30 by contacting Larissa Greene at lgreene(at)advantairagroup(dot)com.

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.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Monte Smith
Follow us on
Visit website