Our clients choose to use self-directed IRAs because they like being in control of choosing their own assets, based on their own knowledge of different alternative investments, and having the freedom to make these investments at a comfortable pace.
Tampa, Florida (PRWEB) August 18, 2015
Self-directed IRA and similar retirement plans give account owners total control in choosing their own assets to build retirement income on a tax-free or tax-deferred basis. As investors become more familiar with self-direction, they are learning the different ways these plans can be used to acquire alternative investments such as real estate.
Alternative investments are most often held directly in the name of the IRA. However, retirement plans 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. 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.
As an experienced and successful self-directed IRA administrator, Advanta IRA Service s neither sells investments nor provides investment advice. However, the firm does provide educational curriculum at no cost for investors who want to learn about self-directed retirement plans and how to use them to build wealth towards retirement.
“Our clients choose to use self-directed IRAs because they like being in control of choosing their own assets, based on their own knowledge of different alternative investments, and having the freedom to make these investments at a comfortable pace,” says Jack Callahan, managing partner of Advanta IRA Services in Largo, Florida and of Advanta IRA Administration in Atlanta, Georgia.
The location in Florida is holding this event to show individuals and investors of all levels how to use their self-directed IRAs in this manner.
Event: Lunch and Learn—Invest in Real Estate with Your Self-Directed IRA Using LLCs and Trusts
Date: August 21, 2015 Time: 12:00pm - 1:30pm
Location: 13191 Starkey Rd., Ste. 9, Largo, FL 33773
Cost: No charge; lunch is provided
Register: By 5:00 pm on August 20 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.