Using a self-directed IRA to acquire private business offerings presents the opportunity to take advantage of a potentially prosperous investment and to grow wealth for retirement.
Tampa, Florida (PRWEB) October 31, 2014
Self-directed IRAs are a popular tool that investors use that gives them control of their own investment funds and the freedom to choose their own assets. Many self-directed plan owners put their funds to use investing in private business. This webinar features guest speaker Robert McBurney who has over 30 years of experience as CEO of a publicly traded Fortune 500 company. He is a business owner in several successful start-up companies and an industry consultant.
“We are pleased to have someone with the reputation and expertise of Robert McBurney involved in this webinar,” says Jack Callahan, managing partner of Advanta IRA Services in Florida and Advanta IRA Administration in Georgia. McBurney is a successful business builder and will discuss entrepreneurship with a special emphasis on business ownership in the franchising marketplace. Scott Maurer, director of business development with Advanta IRA in Florida and Georgia, will briefly discuss how retirement funds can be used to invest in private business opportunities.
Sometimes individuals seeking investment opportunities may not think of using retirement funds to acquire assets—especially in the area of private offerings or entities. “Using a self-directed IRA to acquire private business offerings presents the opportunity to take advantage of a potentially prosperous investment and to grow wealth for retirement,” says Callahan.
Private businesses are a great example of the different types of alternative investments available for those who self-direct their retirement accounts. Common examples of private placements include stock in a local community bank, a venture capital investment in a startup tech or medical firm, a hedge fund or even a group of private investors pooling capital in an LLC to make a larger real estate purchase. There are many other options available for investors who deem private placements are the right type of investment their portfolios.
This webinar is designed for investors interested in investing in private business options with self-directed IRAs and individuals of all levels of experience are invited to attend.
Event: Webinar – Investing in Private Business with Robert McBurney
Date: November 4, 2014
Time: 12:00 – 1:00pm
Cost: No charge.
Register: Before 5:00 pm EST on November 3rd by contacting Larissa Greene by phone at (800) 425-0653, 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 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.