Advanta IRA Services Offers a Unique Look at Self-Directed IRAs

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Advanta IRA Services is hosting a lunch and learn on February 27 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 Services, self-directed IRAs
Advanta IRA’s events are designed for investors of all levels to gain a greater understanding of self-directed plans and how different alternative investments can build tax-sheltered retirement income.

Advanta IRA Services does not provide investment or financial advice, but the self-directed plan administrator encourages investors to educate themselves on the benefits of self-direction. The firm is holding this complimentary luncheon at The Hub on Clearwater Beach—at no cost for interested parties to learn more about how self-directed IRAs offer unique investment opportunities for every investor.

Investors of all levels are discovering that alternative investments have the potential to earn income in 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 assets present.

Self-directed plans give account owners total control over their own investment funds and decisions. Those who use these plans have the freedom to choose from an incredibly large number of alternative investments that grow tax-deferred or even tax-free wealth for retirement. While real estate is the most popular asset in these plans, there are many other options available—and this event will focus on a number of investments that truly take advantage of the meaning the world of self-direction has to offer.

“The whole idea behind self-directing IRAs and other plans is that 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. “Advanta IRA’s events are designed for investors of all levels to gain a greater understanding of self-directed plans and how different alternative investments can build tax-sheltered retirement income.”

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 alternative investments are found in oil and gas opportunities, cattle, raw land, accounts receivable, equipment leasing, timber, and much more.

Additional topics to be covered during the event include prohibited transactions and disqualified persons, how to maintain accounts in compliance with IRS regulations, as well as case studies outlining potential benefits and risks.

Interested individuals should act quickly to reserve their spots as this is one of the firm’s most popular seminars and seating is limited.

Event – Lunch and Learn: A Unique Look at Self-Directed IRAs
Date: February 27, 2015
Time: 12:00 – 1:30pm
Location: The Hub, 483 Mandalay Ave. Ste. 201, Clearwater Beach, FL 33767
Cost: No charge. Lunch is provided.
Register: Prior to 5:00pm on February 26, 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 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 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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