Advanta IRA Administration Hosts Event: Real Estate Investing with a Self-Directed IRA

Share Article

Advanta IRA Administration is a self-directed IRA custodian in Atlanta, Georgia that serves clients across the nation. The firm is holding a lunch and learn on July 31 to teach investors how using retirement plans for real estate investing ventures can build tax-sheltered income for retirement.

Real estate investing, Advanta IRA, self-directed IRA
Real estate investments 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.

A self-directed IRA gives plan owners total control over their investment funds and decisions. There is a long list of alternative investments permissible in these accounts that have the potential to build retirement income. Advanta IRA Administration is holding this complimentary educational event to teach investors how real estate investing with a self-directed plan works.

Income derived from assets held in retirement accounts grows on a tax-deferred or tax-free basis. “Real estate investments 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.

This lunch and learn is offered at no cost to investors, individuals, and industry professionals who wish to learn more about self-direction and the opportunities these account structures present. The seminar is also applicable for those seeking to become designated self-directed IRA specialists through Advanta IRA University (Advanta U).

Attendees can expect to learn:

  •     How real estate in an IRA or other self-directed plan works
  •     Steps to take to open and invest with self-directed plans
  •     Rules and regulations that govern these transactions
  •     Other types of investments permissible in these plans

Date and time: July 31 from 11:45-1:30
Location: Advanta IRA Administration: 3525 Piedmont Rd NE, Bldg. 8, Ste. 101, Atlanta, GA 30305
Registration: Contact Larissa Greene before 5:00 p.m. (EST) on July 30 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 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.

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.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Larissa Greene
Follow us on
Visit website