Advanta IRA Hosts Nationwide Webinar: Alternative Investments and Strategies in Self-Directed IRAs

Share Article

Self-directed IRAs give account owners the ability to choose alternative investments other that the traditional stock, bond or mutual fund to build tax-free or tax-deferred wealth toward retirement. Advanta IRA’s webinar on November 18 covers a large range of these assets as well as different types of accounts that can be self-directed.

Advanta IRA, alternative investments, self-directed IRAs
Self-directed IRAs and other accounts are unique in that the plan owners control which assets to acquire based on their own knowledge and understanding of the investment.

Self-direction is popular with investors who want to control their own funds and make their own investing decisions to build wealth for retirement. “Self-directed IRAs and other accounts are unique in that the plan owners control which assets to acquire based on their own knowledge and understanding of the investment,” says Jack Callahan, managing partner of Advanta IRA Administration in Georgia and Advanta IRA Services in Florida.

These plans do allow traditional assets, but the most attractive feature of self-direction is the incredibly large pool of alternative investments available to plan owners. “The freedom and flexibility to choose from a wider variety of assets provides critical diversity in retirement portfolios and can potentially increase the gains in these accounts at a faster pace than more traditional methods,” says Callahan. The key is that investors are allowed to invest in things they are familiar with—in hopes to increase the odds of successful returns on investments.

A few popular examples of alternative investments include:

  • Real estate (single and multi-family homes, commercial property, raw land)
  • Private lending (notes and mortgages)
  • Oil and gas options
  • Precious metals
  • LLCs, LLPs, and trusts
  • Private placements and private stock
  • Foreign currency exchange and futures trading
  • And much more…

In addition to a nearly unlimited number of investment choices, there are several different accounts that can be self-directed:

  • Traditional and Roth IRAs
  • SEP and SIMPLE plans
  • Individual or Solo 401(k) accounts
  • Health and education savings plans

Advanta IRA is a self-directed account administrator that serves clients nationwide. The firm does not sell investments or give advice, but facilitates the administrative details of accounts to ensure compliance within IRS rules and regulations. Additionally, Advanta IRA offers weekly educational courses such as webinars and live presentations—at no cost to attendees—to provide current knowledge to investors who use or are considering using self-directed IRAs.

The webinar on November 18, hosted by Advanta IRA Administration in Georgia, covers the basics of self-directed retirement plans and the benefits, as well as the different types of alternative investments allowed in these plans. Attendees learn the basic steps of how the accounts work, the IRS regulations and transactions that are not allowed, and prohibited dealings with disqualified individuals.

Investors of all levels are encouraged to attend.

Event: Webinar—Alternative Strategies for a Self-Directed IRA
Date: November 18, 2014
Time: 7:00 – 8:00 pm EST
Location: Online
Cost: No charge
Register: Before 5:00 pm EST on Monday, November 17 by contacting Larissa Greene at (800) 425-0653 ext. 1140 or email 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