Advanta IRA Holds Nationwide Webinar: Invest in Real Estate with A Self-Directed IRA Using LLCs and Trusts

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Real estate is the most popular investment held in self-directed IRAs. Advanta IRA is holding this webinar on September 15 to explain how investors can use LLCs and trusts to hold real estate in self-directed accounts, what is involved in the process, and how to ensure these structures operate in compliance with IRS guidelines.

real estate investing, self-directed IRA, Advanta IRA
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.

As an one of the leading self-directed IRA administrators in the nation, Advanta IRA neither sells investments nor provides investment advice. However, the firm does offer educational curriculum at no cost for real estate investors who want to learn how self-directed accounts can help 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 gives plan owners the freedom to acquire a myriad of alternative investments 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 number one asset held in self-directed retirement plans. Using LLCs and trusts to invest in these options is simply another investment strategy that may work well for someone who fully understands how they function in an IRA.

“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.

These types of transactions are not restricted to sophisticated investors, but the details involved can certainly more complicated than the average acquisition of property 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 A Self-Directed IRA Using LLCs and Trusts
Date: September 15, 2015
Time: 12:00pm - 1:00pm
Location: Online
Cost: No charge
Register: By 5:00 pm on September 14 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.

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Larissa Greene
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