Lunch and Learn with Advanta IRA: Self-Directed IRAs and Alternative Investments 101

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Individuals who want to control their own funds and decisions do so by using self-directed IRAs to acquire alternative investments that build tax-deferred or tax-free wealth for retirement. Advanta IRA is offering a complimentary luncheon on December 12 for investors to learn more about the benefits these accounts offer.

self-directed IRAs, alternative investments
Our webinars and seminars empower investors by providing knowledge that is crucial for them to confidently and successfully manage their own investment funds and decisions.

Self-directed IRAs are accounts that offer exactly what the name implies as owners of these plans have the freedom to choose their own assets to grow retirement income. By investing in things they know and understand, those who self-direct can potentially increase their odds of success because they control their own investment funds and acquisitions instead of relying on a third party to make decisions for them.

The greatest benefit of self-direction is the incredibly large number of alternative investments permissible within these accounts. While holding options such as stocks, bonds, and mutual funds is certainly allowed—these traditional investments are offered by mainstream investing firms because they sell only those options. Self-directed account owners can acquire assets outside the traditional norm, adding critical diversity within retirement portfolios.

Examples of alternative investments include, but are not limited to:

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

“Advanta IRA believes that knowledge is power, control is key, and diversity is essential to successful investing. One way our clients achieve this is by attending our educational events to learn about self-directed accounts and alternative investments,” says Jack Callahan, managing partner of Advanta IRA Administration. “Our webinars and seminars empower investors by providing knowledge that is crucial for them to confidently and successfully manage their own investment funds and decisions.”

Topics covered during this luncheon include:

  • The basics of self-directed plans, how they work, and how to maximize their potential
  • Assets allowed in these accounts
  • Types of plans that can be self-directed, qualifications, and contribution limits for each
  • IRS regulations including disqualified persons and prohibited transactions

Investors with a desire to learn more about self-directed IRAs and alternative investments are invited and encouraged to attend.

Event: Lunch and Learn – Self-Direction 101
Date: December 12, 2014
Time: 11:45 am – 1:00 pm EST
Location: Advanta IRA Administration, 3525 Piedmont Rd. NE, Bld. 8 Ste. 101, Atlanta, GA 30305
Cost: No charge; lunch is provided
Register: by 5 pm (EST) on December 11th by calling Larissa Greene at (800) 416-8736 ext. 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.

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Monte Smith
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