Advanta IRA Offers Power Lunch Hour: Real Estate Investing without Paying Taxes

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Advanta IRA is a self-directed retirement plan administrator that serves clients across the nation. This lunch and learn on November 6 is designed to teach investors how to avoid paying taxes on real estate investments by using retirement accounts, like IRAs, to acquire these assets.

real estate, IRA, retirement planning
By using a self-directed IRA, account owners acquire real estate underneath the IRA umbrella, thus avoiding any taxes or penalties, and preserving more capital to invest.

Advanta IRA Administration in Atlanta, Georgia, is a self-directed retirement plan administrator that often holds seminars and other complimentary events to teach individuals how these accounts work. Self-directed plans give owners total control over their own investment funds and decisions. There are many different types of alternative assets—like real estate—permissible in these accounts that have the potential to boost retirement income.

Income derived from investments in retirement accounts grows on a tax-deferred or tax-free basis. Self-directed IRAs are becoming popular as people move to avoid the potential hazards of the stock market and seek to acquire assets that can potentially present a more certain and steady growth towards retirement. “By using a self-directed IRA, account owners acquire real estate underneath the IRA umbrella, thus avoiding any taxes or penalties, and preserving more capital to invest,” says Jack Callahan, managing partner of Advanta IRA Administration.

The lunch and learn on November 6 is offered at no cost to investors, individuals, and industry professionals who wish to learn more about real estate in an IRA and the opportunities these account structures represent.

Attendees learn about how the process works, what steps to take, and the rules and regulations that govern these transactions. The class will also touch on other types of investments that can be made with a self-directed plan.

For those seeking a certificate as a designated self-directed IRA specialist, this class counts toward that Advanta IRA University credit.

Event: Lunch & Learn – Invest in Real Estate without Paying Taxes
Date: November 6, 2015
Time: 11:45 am-1:15 pm
Location: Advanta IRA Administration: 3525 Piedmont Rd NE, Bldg 8, Ste 101, Atlanta, GA 30305
Cost: No charge. Lunch is provided.
Registration: Contact Maria Torpy before 5:00 p.m. (EST) on November 5 at MTorpy(at)advantairagroup(dot)com or by phone at (800) 416-8736 ext. 1149.

About Advanta IRA

Advanta IRA Services, located in Largo, Florida, has been in operation for over a decade, providing personal and professional administrative service to owners of self-directed retirement plans across the nation. Advanta IRA Administration offers a second location in Atlanta, Georgia. Both offices are managed by Jack Callahan, J.D., CFP™. The retirement plan administrator provides classes, seminars and other educational tools designed to assist clients and others in learning about self-direction. Self-directed IRAs and other plans earn income 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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Scott Maurer
Advanta IRA Administration
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