Advanta IRA Announces Event: Real Estate Investing with Your IRA

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Advanta IRA is a self-directed retirement plan custodian that serves clients across the nation. The firm is holding a popular seminar on April 6 at the offices of Keller Williams Atlanta Partners in Snellville, Georgia, designed to teach investors and realtors how real estate investing works in an IRA.

real estate investing, retirement
Real estate assets may be purchased and sold within self-directed retirement plans without incurring the typical tax implications individuals who invest using personal funds receive.

A self-directed IRA gives plan owners total control over their investment funds and decisions, allowing them acquire a long list of alternative investments—such as real estate—to build retirement income. In fact, real estate is the most popular asset held in these plans.

Advanta IRA is holding this complimentary educational event at Keller Williams Atlanta Partners in Snellville to teach investors how the process works. This class is also recommended for industry professionals. Realtors who know about how these transactions work are able to better serve existing clients and cultivate an entirely new client base of investors who use their retirement plans to acquire these assets.

Income derived from assets held in retirement accounts grows on a tax-deferred or tax-free basis. “Real estate assets may be purchased and sold within self-directed retirement plans without incurring the typical tax implications individuals who invest using personal funds receive,” says Jack Callahan, managing partner of Advanta IRA. “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, avoiding any taxes or penalties, and preserving more capital to invest.”

Advanta IRA is hosting this lunch and learn on April 6 from 11:45 am – 1:15 pm. It is offered at no cost to investors, individuals, and industry professionals who wish to learn more about self-direction and the opportunities these account structures present.

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 IRA.

Seating is limited, but spaces are still available. Interested individuals should register today.

Event: Lunch & Learn – Investing in Real Estate with Your IRA
Date: April 6, 2016
Time: 11:45am -1:15 pm
Location: KW Atlanta Partners Office, 2220 Wisteria Drive, Ste. 102, Snellville, GA 30078
Cost: No charge. Lunch is provided.
Registration: Contact Larissa Greene before 5:00 p.m. (EST) on April 5 at lgreene(at)advantairagroup(dot)com or by phone at (800) 416-8736 ext. 1140.

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.

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Scott Maurer
Advanta IRA
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