Lunch and Learn with Advanta IRA Services: Be the Bank in Private Lending Investments with a Self-Directed IRA

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Private lending options offer diversity that is essential to investment portfolios and making these transactions using a self-directed IRA has the potential to build a healthy nest egg for retirement. Advanta IRA is offering this seminar on July 24 to teach participants how these accounts can invest in notes, loan, and mortgages.

Advanta IRA, self-directed IRA
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.

Self-directed IRAs give account owners control over their retirement funds and investment choices. Additionally, these accounts are allowed to hold a multitude of alternative investments besides the typical stock, bond, or mutual fund. A growing number of investors use self-directed plans to acquire many different assets such as real estate, precious metals, oil, gas, and timber options, foreign exchange and futures trading, private lending, and much more.

The luncheon seminar on July 24 covers private lending investments in great detail. These transactions allow self-directed plans to perform the same actions 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.

“In private lending transactions, account owners determine the terms of the loan made by their plans,” says Jack Callahan, managing partner of Advanta IRA Services in Florida. The account holder fully vets and chooses the loan recipient, decides the terms, and has the option to provide a secured or unsecured loan. “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 Callahan.

Investors of all levels are invited and encouraged to attend this complimentary event. Early registration is encouraged, as seating is limited.

Event: Lunch and Learn—Be the Bank Using a Self-Directed IRA
Date: July 24, 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 July 23 by contacting Larissa Greene by phone 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 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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