Advanta IRA Announces Seminar with Anthony Lombardo of Keller Williams Realty: Real Estate Investing in an IRA

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Advanta IRA Services provides clients across the nation personal and professional administration of self-directed retirement plans. The firm also offers educational events designed to teach investors of all levels how real estate investing with a self-directed IRA can build retirement income.

real estate investing, self directed IRA, Advanta IRA
Real estate investors who use self-directed IRAs to acquire assets avoid the tax implications incurred from personally purchasing or selling real estate and preserve more capital within the IRA to reinvest.

A self-directed IRA gives individuals control over their own investment funds and decisions. These plans also allow owners to choose from a large pool of alternative investments to grow wealth for retirement. Real estate investing transactions are the most popular assets held in self-directed plans.

Advanta IRA Services is holding this seminar on October 28 with Anthony Lombardo of Keller Williams Realty, in the offices of Keller Williams in Corporation in Tampa, Florida. This powerful event is designed to teach attendees how investing in property with a self-directed IRA can build tax-deferred and tax-free income for retirement and how to identify options in and around Tampa Bay.

Scott Maurer from Advanta IRA explains what self-directed plans are and why retirement funds are not restricted to traditional assets like mutual funds, stocks or other securities. Many people choose to add diversity in their portfolios with alternative investments in rental properties, rehabs, raw land, notes, mortgages, and much more. The process, IRS rules, and the retirement plan administrator’s role in these transactions are also topics Maurer discusses. Lombardo shares practical examples of where and how to find various investment real estate deals in Tampa and surrounding areas.

Since retirement plans offer tax-free or tax-deferred income-building potential—the income derived from real estate in an IRA grows in that tax-sheltered plan. “Real estate investors who use self-directed IRAs to acquire assets avoid the tax implications incurred from personally purchasing or selling real estate and preserve more capital within the IRA to reinvest,” says Jack Callahan, managing partner of Advanta IRA Services in Florida.

Individuals interested in real estate investing using self-directed retirement funds are invited to attend. Spaces are limited for this popular event and participants must register in advance to ensure their spot.

Event: Seminar – Real Estate Investing in an IRA
Date: October 28, 2015
Time: 6:00 pm-7:30 pm
Location: 3502 Henderson Blvd., Suite 300, Tampa, FL 33609
Cost: No charge.
Registration: Contact Maria Torpy before 5:00 p.m. (EST) on October 27 at mtorpy(at)advantairagroup(dot)com or by phone at (800) 425-0653 ext. 1149.

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 Georgia. 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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