Funds do not have to be taken or otherwise distributed from the IRA first. Account owners simply acquire the asset(s) underneath the IRA umbrella, thus avoiding any taxes or penalties, and preserving more capital to invest.
Atlanta, Georgia (PRWEB) June 03, 2015
A self-directed IRA gives plan owners total control over their investment funds and decisions, allowing them to acquire a long list of alternative investments—such as real estate—to build retirement income. In fact, real estate is the most popular asset held in these plans. Advanta IRA Administration is holding this complimentary educational event to teach investors how the process works.
Income derived from assets held in retirement accounts grows on a tax-deferred or tax-free basis. “Real estate assets may be purchased and sold within self-directed retirement plans without incurring the typical tax implications individuals who personally invest in real estate have to pay,” says Jack Callahan, managing partner of the firm that has second location, Advanta IRA Services, in Florida. “Funds do not have to be taken or otherwise distributed from the IRA first. Account owners simply acquire the asset(s) underneath the IRA umbrella, thus avoiding any taxes or penalties, and preserving more capital to invest.”
Advanta IRA Administration in Atlanta, Georgia, is hosting this lunch and learn on June 10 from 12:00 – 1:30 PM. It is offered at no cost to investors, individuals, and industry professionals who wish to learn more about real estate investments in self-directed IRAs.
Attendees learn about how the process works, what steps to take, and the rules and regulations that govern these transactions. The class will also touch on other types of investments that can be made with a self-directed IRA.
Event: Lunch & Learn – Invest in Real Estate without Paying Taxes
Date: June 10, 2015
Time: 12:00 pm-1:30 pm
Location: Advanta IRA Administration: 3525 Piedmont Rd NE, Bldg. 8, Ste. 101, Atlanta, GA 30305
Cost: No charge. Lunch is provided.
Registration: Contact Larissa Greene before 5:00 p.m. (EST) on June 9 at lgreene(at)advantairagroup(dot)com or by phone at (800) 416-8736 ext. 1140.
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.