Advanta IRA Holds Seminars: Self-Directed IRAs Can Be the Bank in Private Lending Investments

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Private lending investments in self-directed IRAs offer diversity and can potentially build a solid income for retirement. Advanta IRA is holding seminars in Atlanta and the Tampa area on May 6 to teach participants how these plans can invest in notes, loan, and mortgages.

retirement planning, investing, Advanta IRA
Profit from private lending investments is largely gained through earnings on interest rates, the income flowing straight into the self-directed IRA on a tax-sheltered basis.

Self-directed IRAs give account owners control over their retirement funds and investing decisions. A vast number of alternative investments are permissible in these plans, allowing individuals to acquire diverse assets such as real estate, precious metals, oil, gas, timber options, foreign exchange and futures trading, private lending investments, and much more.

Advanta IRA’s seminars on May 6 cover private lending investments in great detail. These transactions allow self-directed plans to perform the same actions a bank or other lending institution does in extending loans for mortgages, trust deeds, secured and unsecured notes, and even for things such as judgments and structured settlements.

“In private lending transactions, account owners determine the terms of the loan extended by their plans,” says Jack Callahan, managing partner of Advanta IRA with locations in Tampa, Florida and Atlanta, Georgia. The account holder fully vets and chooses the loan recipient, decides the terms, and has the option to provide a secured or unsecured loan. “Profit from private lending investments is largely gained through earnings on interest rates, the income flowing straight into the self-directed IRA on a tax-sheltered basis,” says Callahan.

Investors of all levels in the Tampa Bay and Atlanta areas are invited and encouraged to attend one of these complimentary events.

Topics attendees learn about include:

  •     Benefits and risks of private lending
  •     Types of loans Advanta IRA has seen clients invest in
  •     Disqualified persons and prohibited transactions
  •     How an IRA can actually be the borrower on a transaction using non-recourse loans

Early registration is required as seating is limited. There is no fee for either event and lunch is provided.

Tampa seminar: Be the Bank with Your Self-Directed IRA
Date and time: May 6, 2016, from 12:00 – 1:30 pm EST
Location: Advanta IRA Services, 13191 Starkey Rd, Ste. 9, Largo, FL 33773

Atlanta seminar: Be the Bank with Your Self-Directed IRA
Date and time: May 6 2016, from 11:45 am – 1:00 pm
Location: Advanta IRA Administration, 3525 Piedmont Rd. NE, Bldg. 8, Ste. 101, Atlanta, GA 30305

Register for either event: Before 5 pm on May 5 by contacting Larissa Greene at (800) 425-0653, ext. 1140, or by emailing lgreene(at)advantairagroup(dot)com.

About Advanta IRA

Advanta IRA Services, located in Largo, Florida, has been in operation for over ten years, providing administrative service to owners of self-directed IRAs across the nation. Advanta IRA Administration offers a second location in the Atlanta, Georgia area. 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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