Lunch and Learn with Advanta IRA for A Unique Look at Self-Directed IRAs

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Advanta IRA is hosting this presentation in the Tampa Bay area for individuals to learn how to control their own investments using self-directed IRAs. This is one of the self-directed plan administrator’s most popular events, but space is limited—reserve a seat today.

Advanta IRA, self-directed IRAs
The whole idea behind self-directed IRAs is that the account owners get to choose their own investments to build retirement wealth—based on what they know and understand.

Self-directed IRAs give account owners total control over their own investment funds and decisions, instead of relying on a third party to make choices for them. Those who use these plans have the freedom to choose from a myriad of alternative investments that grow tax-deferred or even tax-free wealth for retirement.

As self-directed plans become more well known, both sophisticated and beginning investors are finding these types of accounts can potentially boost the earnings of retirement portfolios at a better pace than more traditional stocks, bonds, or mutual funds. Even so, many people are unaware of self-directed accounts and the benefits alternative investments offer.

“The whole idea behind self-directed IRAs is that the account owners get to choose their own investments to build retirement wealth—based on what they know and understand,” says Jack Callahan, Managing Partner of Advanta IRA Services. Additionally, self-directed plan owners are able to choose from a nearly unlimited number of alternative investments…at their own pace and comfort level. “Diversity in any investment account is critical and alternative investments provide many opportunities for diversification,” says Callahan.

Popular alternative investments include:

  •     real estate
  •     precious metals
  •     mortgages and notes
  •     tax liens and deeds
  •     private placements and private stock
  •     LLCs, LLPs and trusts
  •     foreign currency exchange and futures trading

Other assets are found in oil and gas opportunities, cattle, raw land, accounts receivable, equipment leasing, and much more. The list of possible alternative investments is quite extensive. In fact, the only items not permissible in these accounts are the following as deemed by the IRS: collectibles and life insurance contracts.

Advanta IRA does not provide investment advice, but the self-directed plan administrator encourages investors to educate themselves on the benefits of self-direction and the large pool of alternative assets available. The firm is holding this complimentary luncheon at no cost for interested parties to learn more.

Event – Lunch and Learn: A Unique Look at Self-Directed IRAs
Date: December 5, 2014
Time: 12:00 – 1:30pm
Location: Advanta IRA Services, 13191 Starkey Rd., Ste. 9, Largo, FL 33773
Cost: No charge. Lunch is provided.
Register: Prior to 5:00pm on December 4, 2014, by contacting Larissa Greene at
(727) 581-9853 x 1140 / 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.

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Scott Maurer
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