Investors Should Learn What To Do and What Not To Do With Self-Directed IRAs

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A growing number of investors are seeking alternative methods to build wealth towards retirement by using self-directed IRAs. Advanta IRA Administration is holding a breakfast seminar at no cost on May 22 for those who want to learn the benefits as well as the risks of using these retirement plans.

investors, self-directed IRAs, Advanta IRA
The most attractive aspect of self-directed IRAs is that plan owners are able to invest in what they know, understand, and can control—at a risk level these individuals are comfortable taking.

As knowledge and use of self-directed IRAs grows, investors are learning that alternative investments permissible in these plans have the potential to boost retirement earnings, sometimes at a faster pace than the traditional stock, bond or mutual fund. Alternative investments include assets such as real estate, private lending, foreign exchange, futures trading, oil and gas options, and much more.

Alternative investments provide the diversity many financial advisors deem necessary to successful retirement portfolios. “The most attractive aspect of self-directed IRAs is that plan owners are able to invest in what they know, understand, and can control—at a risk level these individuals are comfortable taking,” says Jack Callahan, managing partner of Advanta IRA Administration. “The ability of controlling your own investment choices instead of relying on a third party to make these choices for you is the driving force behind those who use these plans.”

Most people are not familiar with or may be confused by the intricacies of self-directed plans. This seminar, presented by Scott Maurer, director of business development for Advanta IRA Administration, is designed to give the average individual an understanding of the terminology and rules involved with IRAs. 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.

This powerful seminar covers the following areas:

  • The basics of what to do and what not to do with your IRA
  • Funding IRAs including transfers and rollovers
  • Prohibited transactions and disqualified persons,
  • Examples of transactions made by clients of Advanta IRA

Those who want to learn how to control their own retirement funds using self-directed IRAs are urged to attend. Knowledge is power, and Advanta IRA is committed to educating investors of all levels on the benefits and risks involved in self-direction.

This seminar also provides credit towards those seeking their self-directed IRA specialist designation from Advanta IRA University (Advanta U).

Event: Seminar: The Dos and Donuts a Self-Directed IRA
Date: May 22, 2015
Time: 10:00 – 11:30 am
Location: 3525 Piedmont Rd NE, Bldg. 8, Ste. 101, Atlanta, GA 30305
Cost: No charge; breakfast is provided
Register: Prior to 5:00pm on May 21, by contacting Larissa Greene by phone at (800) 416-8736 x 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 throughout the Tampa Bay and Sarasota, Florida regions. Advanta IRA Administration offers a second location serving the Atlanta, Georgia area and surrounding regions. 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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