Lunch and Learn with Advanta IRA: Either a Borrower or a Lender Be Using A Self-Directed IRA

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Advanta IRA Administration in Atlanta, Georgia is a self-directed IRA administrator serving clients across the nation. The firm is holding this seminar on March 18 to educate investors on one of the popular alternative assets permissible in these plans—private lending investments—and also to inform attendees of the ability of these plans to borrow money to invest.

self-directed IRA, private lending investments
Profit from private lending is largely gained through earnings on interest rates and this income flows directly into a self-directed IRA on a tax-free or tax-deferred basis.

When investors use a self-directed IRA, they control their own investment funds and decisions. They also gain access to a large number of alternative assets besides the traditional stock, bond or mutual fund. Private lending investments are one example of these available assets that provide diversity in retirement portfolios.

Mortgage lending is widely performed within these plans, but there are other lending options allowed in a self-directed IRA, as well. Additionally, self-directed plans are also able to borrow cash for investment purposes in the form of a non-recourse loan.

The lunch and learn on March 18 will cover a variety of private lending investments including mortgage notes. These transactions allow self-directed plans to perform the same actions a bank or other lending institution does in extending loans for mortgages, trust deeds, secured and unsecured notes, and even for things such as judgments and structured settlements.

Topics to be covered include:

  • Different private lending investments available and how they work in self-directed plans
  • Prohibited transactions and disqualified persons
  • How non-recourse loans may be obtained and the impact it has on earnings in the IRA
  • The benefits and risks of these transactions
  • Types of investments Advanta IRA Administration has seen people make

“Profit from private lending is largely gained through earnings on interest rates and this income flows directly into a self-directed IRA on a tax-free or tax-deferred basis,” says Jack Callahan, managing partner of Advanta IRA Administration in Georgia as well as of Advanta IRA Services in Florida. “Non-recourse loans are a way the IRA can obtain additional capital for investing, but there are benefits as well as risks regarding these transactions that every investor should be aware of.”

Advanta IRA does not sell investments or give financial and investing advice. The successful self-directed IRA custodian does provide critical educational courses such as this one to teach individuals how self-direction works and the many investment possibilities allowed in these accounts.

Investors of all levels are invited and encouraged to attend this complimentary event. This event also provides credit for professionals who are earning their self-directed IRA specialist designation by completing Advanta IRA University course curriculum.

Early registration is encouraged, as seating is limited.

Event: Seminar—Be the Bank Using a Self-Directed IRA
Date: March 18, 2015
Time: 12:00 – 1:30 pm EST
Location: Advanta IRA Administration, 3525 Piedmont Rd NE, Bldg 8, Ste 101, Atlanta, GA 30305
Cost: None; lunch is provided
Register: Before 5 pm on February 23 by contacting Larissa Greene by phone 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 ten years, providing administrative service to owners of self-directed IRAs across the nation. Advanta IRA Administration offers a second location in the Atlanta, Georgia area. 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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