Advanta IRA Holds Event: Self-Directed IRAs Can Make Real Estate Investments Using LLCs and Trusts

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The most popular assets in self-directed IRAs are real estate investments. Advanta IRA is holding a complimentary luncheon on November 21 to teach investors how they can also acquire real estate in their self-directed plans using private LLCs and trusts.

real estate investments, self-directed IRAs
Advanta IRA is seeing a growing number of clients using their self-directed IRAs to invest in real estate using private LLCs and trusts.

Self-directed IRAs are used by savvy investors to gain complete control of their own investment funds and decisions. These accounts allow a large pool of alternative investments that grow retirement income on a tax-free or tax-deferred basis. Popular assets that account owners choose include oil and gas options, precious metals, private lending investments, foreign exchange, futures trading—and much more. However, real estate investments are the most favored among those who understand the wealth building potential these assets can present.

There are different ways self-directed plans can be structured for use in compliance with IRS rules that govern these accounts. In real estate transactions, most often the asset is held in the name of the retirement account. However, using LLCs and trusts to hold real estate in IRAs is also an allowed type of structure for these plans.

“Advanta IRA is seeing a growing number of clients using their self-directed IRAs to invest in real estate using private LLCs and trusts,” says Jack Callahan, managing partner at Advanta IRA Services in Florida. The details involved can certainly be a bit more intricate than the average acquisition of assets in an IRA.

“There are complexities involving these types of arrangements, which is why Advanta IRA is holding more seminars and webinars to educate investors about using their IRAs in this manner, which helps them determine if these structures are ones they should consider,” says Callahan.

Advanta IRA provides administration to clients across the nation who self-direct their retirement plans. In addition to the vast amount of alternative investments permissible in these accounts, there are different types of accounts that can be self-directed: traditional and Roth IRAs, SIMPLE and SEP IRAs, individual(k) plans, as well as health and educational savings plans.

Advanta IRA has tailored their November 21 event to investors who are unfamiliar with self-directed IRAs. Participants can expect to learn the pros and cons of self-direction in general, as well as how to use their self-directed IRAs to make real estate investments using private LLCs and trusts. Spaces are limited for this popular event, so those who wish to attend should reserve their spot today.

Event: Lunch and Learn: Invest in Real Estate with Your Self-Directed IRA Using LLCs and Trusts
Date: November 21, 2014
Time: 12:00 pm - 1:30 pm EST
Location: 13191 Starkey Road, Ste. 9, Largo, FL 33773
Cost: No charge; lunch is provided
Register: By 5:00 pm on November 20 by contacting Larissa Greene at lgreene(at)advantairagroup(dot)com or by calling 727-581-9853, ext. 1140.

About Advanta IRA Services

Advanta IRA Services, located in Largo, Florida, has been in operation for over 10 years, providing administrative service to owners of self-directed retirement accounts 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 and other investors in managing self-directed IRAs by investing in real estate, notes, private placements and other non-traditional assets that have the potential to maximize retirement 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.

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