Lunch and Learn with Advanta IRA: The Potentials and Pitfalls of Self-Directed IRAs

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Self-directed IRAs give account owners total control over their own retirement funds and decisions. There are a few spots left for this seminar on October 16 for investors who want to learn how self-direction works and covers the benefits and risks of these plans.

Advanta IRA, self-directed IRAs, real estate
Account owners take total control of their own investment choices and funds when they self-direct retirement plans, and they are able to choose from many alternative investments permissible in these plans.

Self-directed IRAs enable account owners the ability to choose their own investments, based on what they know, to build wealth for retirement. Diversity in retirement accounts is crucial—and the alternative investments permissible in self-directed plans provide many opportunities for diversification.

“Account owners take total control of their own investment choices and funds when they self-direct retirement plans, and they are able to choose from many alternative investments permissible in these plans,” says Jack Callahan, managing partner of Advanta IRA Services, a self-directed plan administrator that serves clients across the nation. “This webinar is designed to teach investors of all levels the benefits and risks of self-direction presents.”

There are a few spaces left for this popular, complimentary luncheon. Attendees should register by 5 p.m. on October 15.

Topics on the agenda include:

  •     Prohibited transactions and disqualified persons when dealing with these accounts are covered in detail
  •     How self-direction empowers investors to make their own decisions and control their own futures
  •     The potentials and pitfalls that can occur with self-direction
  •     Stories of success and failures clients have experienced

While Advanta IRA Services does not provide investment advice, the firm does encourage investors to educate themselves on the benefits and risks of self-directed IRAs. Beginning and sophisticated investors are invited to attend this event.

Lunch and Learn: The Potentials and Pitfalls of Self-Directed IRAs
Date: October 16, 2015
Time: 12:00 – 1:00pm
Location: Advanta IRA Services, 13151 Starkey Rd., Ste. 9, Largo, FL 33773
Cost: No charge. Lunch is provided
Register: Prior to 5:00 pm (EST) on October 15, 2015, by contacting Maria Torpy at (800) 416-8736 x 1149 or email mtorpy(at)advantairagroup(dot)com.

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. 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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Scott Maurer
Advanta IRA Services, LLC
+1 (800) 425-0653 Ext: 1123
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Advanta IRA Services, LLC
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Jack Callahan, J.D., CFP™

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