Advanta IRA Invites Area Investors to Lunch and Learn with Scott Maurer, CISP: Self-Directed IRAs 101

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Individuals who want to control their own funds and decisions do so by using self-directed IRAs to acquire alternative investments that build tax-deferred or tax-free wealth for retirement. Advanta IRA is offering a complimentary lunch-and-learn on May 15 to teach investors the benefits these accounts offer.

Advanta IRA, self-directed IRAs
This seminar is designed specifically to empower investors by providing knowledge that is crucial for them to confidently and successfully manage their own investment funds and decisions by using self-directed IRAs.

Self-directed IRAs give owners of these plans control over their own investment funds and the freedom to choose their own assets to build wealth for retirement.

Traditional investments such as stocks, bonds, and mutual funds are permissible in these plans. These investments are the main product lines offered by mainstream investment brokers because they sell those investments. Generally, these firms do not offer their clients many other investment options to build retirement income.

Self-directed account owners can acquire alternative investments outside the traditional norm, adding critical diversity within retirement portfolios. Popular examples of alternative investments include real estate, precious metals, private lending opportunities, crowdfunding investments, private placements—and much more.

“We believe that knowledge is power, control is key, and diversity is essential to successful investing. One way our clients achieve this is by attending our educational events to learn about self-directed accounts and alternative investments,” says Jack Callahan, managing partner of Advanta IRA Services in Florida. “This seminar is designed specifically to empower investors by providing knowledge that is crucial for them to confidently and successfully manage their own investment funds and decisions by using self-directed IRAs.”

Director of Business Development Scott Maurer leads this seminar offering attendees essential information about self-direction. Maurer holds the distinct designation of Certified IRA Services Professional (CISP) and is experienced with all investment types and their unique processes. Maurer is also a licensed attorney and graduate of the University of Florida Law School.

Topics covered during this webinar include:

  • The basics of self-directed plans, how they work, and how to maximize their potential
  • Assets allowed in these accounts
  • Types of plans that can be self-directed, qualifications, and contribution limits for each
  • IRS regulations including disqualified persons and prohibited transactions

Investors with a desire to learn more about self-directed IRAs and the alternative investments are invited and encouraged to attend. This class qualifies as an elective for individuals seeking Advanta IRA University credits. For a full listing of future events, visit http://www.advantaira.com/events.

Event: Lunch and Learn – Self-Direction 101
Date: May 15, 2015
Time: 12:00 – 1:30 pm EST
Location: 13191 Starkey Road, Ste. 9, Largo, FL 33773
Cost: No charge; lunch is provided
Register: by 5 pm (EST) on May 14 by calling Larissa Greene at (727) 581-9853 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 10 years, providing administrative service to owners of self-directed IRAs across 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.

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Larissa Greene
Advanta IRA Services, LLC
(727) 581-9853 Ext: 1140
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