Advanta IRA Offers Events in Florida and Georgia about Tax-Sheltered Real Estate Investing

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Advanta IRA is a self-directed retirement plan administrator that serves clients across the nation. The firm is holding lunch and learns in their Florida and Georgia locations on November 13 to teach investors how using self-directed plans for real estate investing ventures can build tax-sheltered wealth and offer diversity in retirement portfolios.

Advanta IRA, real estate investing, retirement
Real estate may be purchased and sold within self-directed retirement plans without incurring the typical tax implications individuals who personally invest in these assets have to pay.

A self-directed IRA gives account owners total control over their investment funds and decisions, allowing them to acquire a long list of alternative investments to build retirement income. Real estate investing is the most popular transaction in these plans. Advanta IRA is holding these complimentary educational events to teach investors how the process works.

There are several different real estate-related assets the firm has seen clients acquire:

  •     Single and multi-family homes
  •     Improved and unimproved land
  •     Private mortgages
  •     Tax liens and deeds
  •     Foreign land

“Real estate may be purchased and sold within self-directed retirement plans without incurring the typical tax implications individuals who personally invest in these assets have to pay,” says Jack Callahan, managing partner of Advanta IRA Administration in Georgia and of Advanta IRA Services in Florida. Funds do not have to be taken or otherwise distributed from the IRA first. Account owners simply acquire the asset(s) underneath the IRA umbrella, thus avoiding any taxes or penalties, and preserving more capital to invest.

These events are offered at no cost to investors, individuals, and industry professionals, like realtors, who wish to learn more about self-directed retirement plans and the real estate investing opportunities the accounts present.

Participants can expect to learn:

  •     How the process works
  •     What steps are involved
  •     The rules and regulations that govern these transactions
  •     Other investments permissible in self-directed plans

Both seminars offer credits towards those seeking the designation of self-directed IRA specialist through Advanta IRA University. Advanta U in Florida and in Georgia provide powerful knowledge to professionals (realtors, CPAs, attorneys) that help them better serve existing and potential clients who are investors.

November 13 event times and locations:

In Georgia
Advanta IRA Administration, 3525 Piedmont Road NE, Bldg. 8 Ste. 101, Atlanta, GA 30305
Time: 11:45 a.m. – 1:15 p.m.
Cost: No charge; lunch is provided

In Florida
Advanta IRA Services, 13191 Starkey Rd., Ste. 9, Largo, FL 33773
Time: 12:00 p.m. – 1:30 p.m.
Cost: No charge; Lunch is provided

Registration for either event: Contact Maria Torpy before 5:00 p.m. (EST) on November 12 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
since: 05/2010
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