Advanta IRA Hosts Lunch and Learn for Real Estate Investors

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AdvantaIRA Trust is a self-directed IRA administrator that gives clients the option to invest in alternative assets, such as real estate, along with being qualified intermediaries who facilitate 1031 exchanges. The firm is holding a lunch and learn on Tuesday, February 3, 2015, to show attendees different strategies that provide deferment of taxes on real estate investments.

Advanta IRA, real estate investing
These strategies are both permissible by the IRS, but, a lot of people just don’t realize that they exist.

AdvantaIRA Trust is a self-directed IRA administrator that gives clients the option to invest in alternative assets, such as real estate, along with being qualified intermediaries who facilitate 1031 exchanges. The firm is holding a lunch and learn on Tuesday, February 3, 2015, to show attendees different strategies that provide deferment of taxes on real estate investments.

There will be a couple of different tax-saving strategies Advanta IRA provides during the lunch and learn. The first topic is investing in real estate using a self-directed IRA. Most people are not aware that real estate can be held in a retirement account, but the IRS does allow it. Using a retirement plan to invest in real estate has great tax saving benefits, since all income and expenses flow through the account on a tax-free or tax-deferred basis. All types of property qualify to be held in an IRA, including single-family homes, commercial property, lots, multi-family homes, and even trust deeds and tax liens.

Another tax saving strategy Advanta IRA will discuss during the lunch and learn is one that is performed outside of an IRA. A 1031 exchange allows individuals to purchase investment or business-use real estate by exchanging one property for another. According to Section 1031 of the Internal Revenue Code, it is one of the last great tax shelters. A key advantage is that all capital gains taxes are deferred when performing this transaction.

Using a self-directed IRA or a 1031 exchange are great ways to defer taxes on investment real estate.

“These strategies are both permissible by the IRS, but, a lot of people just don’t realize that they exist,” says Dave Owens, managing partner at AdvantaIRA Trust.

Space is limited so registration is required to attend.

Event: Strategies to Defer Taxes on Investment Property
Date: February 3, 2015
Time: 12:00-2:00pm
Location: Connors Steak and Seafood, 10076 Gulf Center Drive. Fort Myers, FL 33913
Cost: $5.00 cash only, includes lunch selection of choice.
Register: To register email Brenda Whetsell at Brenda(at)AdvantaTrust(dot)com

About AdvantaIRA Trust

AdvantaIRA Trust is a self-directed IRA administrator that provides tax-deferred and tax-free investment opportunities, superior customer service, and educational tools to assist investors in realizing the maximum benefits possible within IRAs. AdvantaIRA makes it easy to use self-directed retirement plans to invest in assets that the individual investor knows, understands, and can control.

About Dave Owens

Dave Owens is the managing partner at AdvantaIRA Trust in Fort Myers, Miami, Gainesville, New England, and the Florida Panhandle. Owens opened the AdvantaIRA Trust headquarters in Fort Myers, FL in 2003. His background as a certified public accountant, combined with a long history of personal retirement self-direction, provides his audiences and clients with solid advice and practical solutions to their IRA investment questions. Dave holds a BS in accounting from Purdue University. Owens is also well versed in the world of 1031 exchanges. He holds the prestigious Certified Exchange Specialist designation through the Federation of Exchange Accommodators.

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Brenda Whetsell
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