Advanta IRA Services Holds Empowering Event for Investors: Borrowing and Lending Using Self-Directed IRAs

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Advanta IRA Services in Tampa, Florida, is a self-directed IRA administrator serving clients across the nation. The firm is holding this seminar on March 27 to teach investors how these retirement plans can borrow funds to acquire assets as well as how to participate in private lending opportunities.

Advanta IRA Services, Self-Directed IRAs
Non-recourse loans are a way the self-directed IRA can obtain additional capital for investing if the account itself does not have ample funds to do so.

Owners of self-directed IRAs control their own retirement funds and decisions. The largest draw for those who self-direct is the ability to use a large pool of alternative assets besides the traditional stock, bond or mutual fund to build wealth in these accounts.

Private lending investments are one example of a popular non-traditional asset. Additionally, self-directed accounts are able to borrow funds in the form of a non-recourse loan to attain more capital for investing.

The lunch and learn on March 27 covers a variety of private lending investments including mortgage notes. These transactions allow self-directed plans to act as 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 the firm 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 Services in Florida as well as of Advanta IRA Administration in Georgia. “Non-recourse loans are a way the self-directed IRA can obtain additional capital for investing if the account itself does not have ample funds to do so.”

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: Lunch and Learn: Either a Borrower or a Lender Be
Date: March 27, 2015
Time: 12:00 – 1:30 pm EST
Location: Advanta IRA Services, 13191 Starkey Rd., Ste. 9, Largo, FL 33773
Cost: None; lunch is provided
Register: Before 5 pm on March 26 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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Larissa Greene
Advanta IRA Services, LLC
(800) 425-0653 Ext: 1140
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