Advanta IRA Administration Offers CE Class for Realtors: Buying Real Estate with Self-Directed IRAs

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Realtors with knowledge of self-directed IRAs better serve clients who are investors and can attract new clients who are interested in using real estate assets to build wealth for retirement. To help realtors achieve this goal, Advanta IRA Administration is offering a complimentary three-hour continuing education class for realtors on October 13.

real estate, self-directed IRAs, Advanta IRA Administration
Realtors who are positioned to give advice to clients looking for investment properties can further serve these clients by having knowledge of the benefits of different types of retirement accounts, such as self-directed IRAs.

Advanta IRA Administration is a self-directed retirement plan administrator serving clients across the nation. The firm is committed to the education of investors—and professionals like realtors who serve investors—regarding all elements of using self-directed IRAs. This continuing education course is being held at the North Atlanta Metro Association of Realtors® (NAMAR) on October 13 at no cost to realtors.

Many investors use self-directed accounts to acquire alternative investments such as real estate, tax liens and certificates, and to invest in private loans and mortgages. Additionally, some potential homeowners may not meet the stringent requirements of traditional mortgage companies. Realtors who understand how self-directed IRAs can invest in private notes and mortgages can connect certain clients to achieve a win-win situation for all.

These facts should be of great interest to real estate professionals across the nation. Real estate is considered a safe hedge against the sharp edge of the stock market and the right piece of property may build quite a nest egg towards retirement. “Realtors who are positioned to give advice to clients looking for investment properties can further serve these clients by having knowledge of the benefits of different types of retirement accounts, such as self-directed IRAs,” says Jack Callahan, managing partner of Advanta IRA Administration in Atlanta, Georgia.

Realtors interested in becoming a more valuable asset to their clients are encouraged to attend this continuing education class to learn more about real estate in self-directed IRAs, rules and regulations, and just how easy it is for investors to use these accounts.

Seating is limited and spaces must be reserved in advance by contacting NAMAR.

Event: Three-hour Continuing Education for Realtors: Buying Real Estate in a Self-Directed IRA
Date: October 13, 2015
Time: 10:00 a.m. – 1:00 p.m.
Location: NAMAR, 2145 Duluth Highway, Duluth, GA 30097
Register: Contact NAMAR at (770) 495-7300

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 across the nation. Advanta IRA Administration offers a second location in the 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. He established the corporate office, Advanta IRA Services, in 2003. Prior to that, he delivered specialized counsel to real estate investors, small business owners and real estate professionals on tax, legal and financial matters. As an industry expert, Callahan 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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Scott Maurer
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Advanta IRA Administration, LLC
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