Advanta IRA Talks Shop: Real Estate Investments in Self-Directed IRAs

Share Article

This seminar on November 19 features Advanta IRA University graduate and Florida real estate investor, Dave Shaw. Attendees learn how to use self-directed IRAs to make real estate investments and learn valuable tips from Shaw that have made him successful in this realm.

real estate investments, self-directed IRAs
I am an active real estate agent and appraiser in the Tampa Bay area. That knowledge gives me an edge in making real estate investments. I capitalize on my experience when determining real estate investments in our self-directed IRA.

Advanta IRA Services provides self-directed account administration to clients nationwide. With a local office in the Tampa, Florida area, Advanta IRA holds many educational events designed to teach investors how to use self-directed IRAs to build wealth for retirement. Dave Shaw, area real estate investor, uses his self-directed plan to do exactly that—and has achieved success in doing so.

Self-directed accounts provide plan owners control over making their own investment decisions, based on things they know and understand. Additionally, these plans allow a myriad of alternative investments—such as real estate—that build wealth for retirement on a tax-free or tax-deferred basis.

Shaw self-directs his account and is so supportive of self-direction that he recently attended and graduated from Advanta IRA University (Advanta U), receiving the designation of self-directed IRA specialist. Advanta U offers specialized curriculum to teach professionals such as realtors, attorneys, and CPAs how these plans work using alternative investments outside the traditional stock, bond, or mutual fund.

“Ups and downs can happen in the housing market, too,” says Shaw. “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.” Shaw has 14 years of experience as a Certified Property Appraiser. “I am an active real estate agent and appraiser in the Tampa Bay area. That knowledge gives me an edge in making real estate investments. I capitalize on my experience when determining real estate investments in our self-directed IRA,” adds Shaw.

During this seminar, Larissa Greene with Advanta IRA will cover the following topics:

  •     how to use retirement funds to invest in real estate
  •     types of accounts that can be self-directed
  •     the process for setting up a self-directed account
  •     the rules involved when investing with an IRA

Dave Shaw will discuss:

  •     identifying viable opportunities
  •     due diligence to be performed before making any investment
  •     examples of deals that he and his wife, Mary, have made

Individuals interested in making real estate investments and learning how to do so using a self-directed IRA are invited to attend this seminar.

Event: Advanta IRA Talks Shop with Dave Shaw: Real Estate Investments in a Self-Directed IRA
Date: November 19, 2014
Time: 6-7:30 pm EST
Location: Keller Williams Realty, 263 Corey Ave, St. Pete Beach, FL 33706
Cost: No charge
Register: By contacting Larissa Greene at lgreene(at)advantairagroup(dot)com or call (727) 581-9853 ext. 1140.

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 nation. Advanta IRA Administration offers a second location in Atlanta, Georgia. 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

Larissa Greene
Follow us on
Visit website