Understanding how alternative investments work in retirement plans offers tax professionals the opportunity to better serve existing and potential clients.
Tampa, Florida (PRWEB) February 04, 2016
There is a widespread misconception that permissible IRA assets are limited to stocks, bonds, mutual funds, and CDs. This course provides tax professionals with the knowledge and skills to inform clients about self-directed IRAs and the possibilities of using real estates as alternative investments in retirement accounts. Attendees earn two hours of CPE credit at no cost to them.
“As a truly self-directed plan administrator, Advanta IRA does not impose investing restrictions beyond the IRS limitations which allow investors to capitalize on a much broader range of assets, including but not limited to real estate, mortgage loans, tax liens and private placements,” says Jack Callahan, managing partner of Advanta IRA. “Understanding how alternative investments work in retirement plans offers tax professionals the opportunity to better serve existing and potential clients.”
This webinar covers the following topics:
- types of retirement plans that can be self-directed
- assets permitted within a self-directed plan
- prohibited transactions and self-dealing
- partnering funds to acquire investments
- financing an IRA investment with a mortgage loan and unrelated business income tax (UBIT) issues
During the class, IRS Section 4975 is also covered extensively along with the rules regarding contributions and distributions for various types of retirement plans.
There is no cost to attend this course. To register and receive login instructions, please email Larissa Greene at lgreene(at)advantaIRAgroup(dot)com by 5:00 pm on February 15.
CPE Course Webinar: Real Estate in an IRA: The Potentials and Pitfalls of Alternative Investments
Date: February 16, 2016
Time: 10:00 am – 12:00 pm
About Advanta IRA
Advanta IRA Services, located in Largo, Florida, has been in operation for over 10 years, providing administrative service to owners of self-directed IRAs across the nation. Advanta IRA Administration offers a second location in Atlanta, 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.