Advanta IRA Services provides continuing education for all of our employees. The better educated our team is – the better we are able to serve our clients.
Tampa, Florida (PRWEB) January 26, 2015
Advanta IRA Services is a self-directed IRA administrator that serves clients across the nation who hold over $700 million in assets in retirement plans. The firm is a leader in their industry, offering cutting-edge educational courses and tools to help investors learn how to reap the potential benefits self-directed plans offer. The staff also prides themselves on providing exceptional professional and personal service to their clients and often participate in continuing education themselves to ensure they deliver unparalleled knowledge in their industry.
As the transactions manager, Hutchings reviews all the investment transactions of the firm and oversees client account managers to ensure excellent and efficient service. He also reviews and implements internal transaction procedures, assuring the firm evolves progressively along with its growing client base.
Perny is a client account manager and handles investments for clients' IRAs in real estate, stocks, mortgages, secured and unsecured notes, private equity, and trusts. While Advanta IRA neither sells investments nor provides investing advice, Perny is able to assist investors with maintaining their accounts in compliance of IRS standards and offers knowledgeable resources for clients to utilize with their self-directed IRAs.
“Advanta IRA provides continuing education for all of our employees. The better educated our team is – the better we are able to serve our clients,” says Jack Callahan, managing partner of Advanta IRA Services. “Managing successful retirement portfolios is critical to ensure successful financial futures for retirees. Hutchings and Perny are, indeed, experts in this industry and are proud to be recognized as such."
For more information about self-directed IRAs or to learn more about Advanta IRA Services, visit http://www.advantaira.com/services.
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, he delivered specialized counsel to real estate investors, small business owners and real estate professionals on tax, legal and financial matters. As an industry expert, Callahan 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.