AdvantaIRA Trust Hosts National Webinar: Types of Investments Permissible in a Self-Directed IRA

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A self-directed IRA gives investors freedom of choice to purchase alternative assets tax-free. AdvantaIRA Trust is hosting a nationwide webinar on May 21st to discuss the different types of alternative assets that are permissible in a self-directed retirement account.

AdvantaIRA Trust

AdvantaIRA Trust

“This is a great webinar for investors who are not sure what they can invest in using their self-directed IRA”

A self-directed IRA gives investors freedom of choice to purchase alternative assets tax-free. AdvantaIRA Trust is hosting a nationwide webinar on May 21st to discuss the different types of alternative assets that are permissible in a self-directed retirement account.

A self-directed IRA is a tax-sheltered trust set up for retirement by tax code section 408. Typical IRA custodians only hold investments they sell such as stocks, bonds, and mutual funds. Since AdvantaIRA does not sell investments, investors have complete control allowing more options to diversify the retirement portfolio. When investing using a self-directed IRA gains, income, and sale proceeds grow inside the retirement account tax-free.

Aside from life insurance and collectibles a self-directed IRA can hold a wide array of assets. Alternative assets that will be discussed during the national webinar include real estate, secured promissory notes, single-member LLCs, precious metals, private placements and private stock, and foreign currency exchange and futures trading. “This is a great webinar for investors who are not sure what they can invest in using their self-directed IRA,” says Dave Owens, managing partner of AdvantaIRA Trust.

The webinar on May 21st is open to the public at no charge. Attendees are encouraged to ask questions at the end of the presentation.

Event: Webinar- Types of Investments Permissible in a Self-Directed IRA
Date: May 21, 2015
Time: 2:30-3:30pm EST.
Cost: None
Location: Online
Register: Please email Brenda Whetsell at Brenda(at)advantatrust(dot)com with your name and email address.

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. He also earned the prestigious Certified Exchange Specialist designation through the Federation of Exchange Accommodators.

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Brenda Whetsell
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