Advanta IRA Holds Nationwide Webinar: Real Estate Investing with Self-Directed IRAs Using LLCs and Trusts

Share Article

Advanta IRA is holding a nationwide webinar on August 4 for investors who want to learn more about diversifying assets in retirement portfolios. The webinar covers how to use LLCs and trusts to hold real estate in self-directed IRAs, what is involved in the process, and how to avoid prohibited transactions when investing with self-directed accounts.

Advanta IRA, self-directed IRAs, real estate investing
Our clients use self-directed IRAs to control their funds and assets, based on their own knowledge of different alternative investments, and enjoy the freedom to make these investments within their own comfort zones

As an experienced and successful self-directed IRA administrator, Advanta IRA neither sells investments nor provides investment advice. However, the firm does offer educational curriculum at no cost for investors who want to learn about self-directed IRAs and how to use them to build wealth towards retirement.

Self-directed retirement account owners have total control in choosing their own assets to build retirement income on a tax-free or tax-deferred basis. Self-direction opens the door to many alternative investment possibilities, such as precious metals, private lending options, crowdfunding, real estate, and more. Plan owners have the freedom to acquire assets they are familiar with in an effort to increase the potential returns on their investments.

Alternative investments are most often held directly in the name of the IRA. However, IRAs can also hold a private placement—such as an LLC or trust—which, in turn, invests in the desired assets. Real estate is the most popular asset held in self-directed retirement plans. Using LLCs and trusts to invest in real estate is simply another investment strategy that may work well for someone who fully understands how they function in an IRA.

“Our clients use self-directed IRAs to control their funds and assets, based on their own knowledge of different alternative investments, and enjoy the freedom to make these investments within their own comfort zones,” says Jack Callahan, managing partner of Advanta IRA Services in Florida and of Advanta IRA Administration in Georgia.

These types of transactions are not restricted to sophisticated investors, but the details involved can certainly more complicated than the average acquisition of real estate in an IRA. Advanta IRA is holding this webinar to show individuals and investors of all levels how to use their self-directed IRAs in this manner.

The webinar also qualifies for credit towards the designation of self-directed IRA specialist through Advanta IRA University (Advanta U).

Event: Webinar—Invest in Real Estate with Your Self-Directed IRA Using LLCs and Trusts
Date: August 4, 2015
Time: 12:00pm - 1:00pm
Location: Online
Cost: No charge
Register: By 5:00 pm on August 3 by contacting Larissa Greene at lgreene(at)advantairagroup(dot)com or by calling (800) 425-0653, ext. 1140.

About Advanta IRA

Advanta IRA Services, located in Largo, Florida, has been in operation for over a decade, providing administrative service to owners of self-directed retirement accounts across 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 and other investors in managing self-directed IRAs by investing in real estate, notes, private placements and other non-traditional assets that have the potential to maximize retirement 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