Advanta IRA Announces Events in Florida and Georgia: Getting Started with Self-Directed IRAs

Share Article

Self-directed IRAs are becoming popular as more individuals seek to have control over their investing own funds and decisions. Advanta IRA is offering seminars in their Florida and Georgia locations on March 18 to teach attendees how to get started using these plans and the alternative investments permissible in them.

Advanta IRA, self-directed IRAs, alternative investments
Advanta IRA does not provide investment advice, we do encourage investors to educate themselves on the benefits of self-directing their investment accounts and offer a wide platform of events designed to do exactly that.

Self-directed IRAs allow plan owners total control in choosing their own assets to build wealth for retirement. Advanta IRA is a self-directed plan administrator serving clients across the nation who use alternative investments in these plans. Their clients capitalize on their own knowledge to acquire assets inside investment portfolios by using these accounts.

Diversity within any investment portfolio is a critical rule-of-thumb for success. While holding stocks, bonds and CDs is recommended—these are considered traditional investments offered by mainstream brokers. Typically, brokers often do not offer alternative investments—like real estate—to their clients because they do not sell these options. Firms such as Advanta IRA do not sell investments or give investing advice, but they do offer administrative services for these plan types, allowing many different alternative assets to be held in plans they serve.

Alternative assets include: real estate, precious metals, mortgages, notes, tax liens, private placements, LLCs, foreign currency exchange, and futures trading. Other alternative investments are found in oil and gas opportunities, cattle, raw land, accounts receivable and the list goes on. The only assets not allowed in self-directed accounts are collectibles and life insurance.

Advanta IRA allows clients to hold alternative investments in their portfolios. Why? Because diversity is key when investing, and alternative investments have the potential to garner income for investment accounts at a faster pace than traditional investments,” says Jack Callahan, managing partner of the firm. “While Advanta IRA does not provide investment advice, we do encourage investors to educate themselves on the benefits of self-directing their investment accounts and offer a wide platform of events designed to do exactly that.”

Advanta IRA is hosting lunch and learns on March 18 at both of their office locations in Atlanta, Georgia, and the Tampa Bay, Florida area. Investors of all levels are invited to attend. There is no cost and lunch is provided. All that is required is advanced registration.

For more information or to register for the Tampa Bay seminar, please follow this link.
For more information or to register for the Atlanta event, please follow this link.

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.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Scott Maurer
Advanta IRA
+1 (800) 425-0653 Ext: 1123
Email >
since: 05/2010
Follow >
Advanta IRA Services, LLC
Like >
Advanta IRA Services

Follow us on
Visit website