Advanta IRA Holds Nationwide Webinar: Investing Private Offerings with a Self-Directed IRA

Share Article

Advanta IRA’s webinar provides attendees knowledge of how they can use self-directed IRAs to invest in private offerings and build retirement income in the process. Guest speaker Heather Schwarz-Lopes, co-founder and CSO of EarlyShares offers attendees an overview of new opportunities available in the private market.

self-directed IRA, private offerings
Self-directed IRAs are popular because account owners control their own investment funds, choose their own assets—such as private offerings—and can achieve success by investing in what they know and understand.

Many people are interested in investing in private offerings but lack the funds to do so. This webinar illustrates the option individuals have of using self-directed IRA funds to increase their buying power when considering these investments. Typically, only qualified, sophisticated investors can participate in high-stakes private investments. However, investors of all levels of experience can take part in crowdfunding opportunities, where the risk may not be as great.

“Common examples include stock in a local community bank, a venture capital investment in a start-up 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,” says Jack Callahan, managing partner of Advanta IRA Services. Investors can use funds from self-directed accounts to acquire private placements as well as many other alternative assets permissible in self-directed accounts.

Private placements are a great example of the different types of alternative investments available for those who self-direct their retirement accounts.

“Self-directed IRAs are popular because account owners control their own investment funds, choose their own assets, such as private offerings, and can achieve success by investing in what they know and understand,” says Callahan.

Interested individuals are encouraged to join Scott Maurer of Advanta IRA for this webinar to learn how to use retirement funds to invest in private ventures. The gains accrue on a tax-free or tax-deferred basis depending on the structure of the self-directed account. Additionally, these types of investments can offer crucial diversity within portfolios.

Heather Schwarz-Lopes of EarlyShares provides listeners a brief walkthrough of the new opportunities available to investors in the private market. Learn what general solicitation is all about, including:

  • What market forces led to new regulations
  • Who can invest in private offerings
  • What types of private opportunities are available to investors
  • What you get as a shareholder in a private venture

Event: Webinar – What You Need to Know About Investing in Private Offerings
Date: November 13, 2014
Time: 12:00 – 1:0pm
Location: Online.
Cost: No charge.
Register: By November 12th by contacting Larissa Greene by phone at (800) 425-0653 x 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.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Scott Maurer
Follow us on
Visit website