Advanta IRA Administration Offers Seminar: Real Estate Investing with A Self-Directed IRA

Share Article

Advanta IRA Administration is a self-directed IRA administrator that serves clients across the nation. This complimentary lunch and learn on August 12 is designed to teach individuals how to use these retirement plans to build wealth through real estate investing transactions.

Advanta IRA, real estate investing, self-directed IRA
A self-directed IRA gives plan owners total control over their investment funds and decisions, allowing them to invest in what they know best—using assets such as real estate to build retirement income.

Many individuals are under the mistaken assumption that in order to use an IRA for real estate investing, they must pull the funds out of the account, pay the taxes and penalties and then invest. However, by using a self-directed IRA, account owners acquire the asset(s) underneath the IRA umbrella, thus avoiding any taxes or penalties, and preserving more capital to invest. Income derived from assets held in retirement accounts grows on a tax-deferred or tax-free basis. These accounts are popular with people who wish to avoid the potential hazards of the stock market and seek to acquire alternative investments that can potentially present a more certain and steady growth towards retirement.

“A self-directed IRA gives plan owners total control over their investment funds and decisions, allowing them to invest in what they know best—using assets such as real estate to build retirement income,” says Jack Callahan, managing partner of Advanta IRA Administration in Atlanta, Georgia.

The firm is hosting this lunch and learn on August 12 from 12:00 – 1:30 pm, which 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 represent. Real estate is the most common asset held in these plans, so this seminar will focus on the different types of real estate investments permissible within them.

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.

Those interested in earning the designation of self-directed IRA specialist can attend and receive credit towards the required curriculum of Advanta IRA University. Real estate and other professionals find this a valuable tool in becoming an informational powerhouse for clients and potential clients.

Event: Lunch & Learn – Real Estate Investing with A Self-Directed IRA
Date: August 12, 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 August 11 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 United States. Advanta IRA Administration offers a second location in 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.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Larissa Greene
Follow us on
Visit website