Advanta IRA Holds Complimentary CE Class for Realtors: Real Estate in an IRA

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Realtors with knowledge of self-directed IRAs better serve clients and can attract new clients who are interested in investment real estate to build retirement wealth. To help realtors achieve this goal, Advanta IRA is offering a complimentary three-hour continuing education class for these professionals on May 18 in Atlanta, Georgia.

retirement planning, investment real estate, Advanta IRA
Realtors who are positioned to advise clients looking for investment real estate options can further serve clients by understanding the benefits self-directed plans offer in this realm.

Advanta IRA is committed to the education of investors—and professionals like realtors who serve them—regarding all elements of using self-directed IRAs to build retirement income.

Many investors use self-directed accounts to acquire alternative assets such as gold, private equity and stock, crowdfunding ventures, futures and forex trading, and much more. However, investment real estate is the most popular asset in IRAs.

In addition to property, private lending options are permissible in these accounts. This is key, as some potential homeowners may not meet stringent requirements of traditional mortgage companies. Realtors who understand how self-directed plans can invest in private notes and mortgages above and beyond physical property can connect certain clients to achieve a win-win situation for all.

Real estate is often considered a safe hedge against stocks on the market and the right piece of property may build quite a nest egg towards retirement. “Realtors who are positioned to advise clients looking for investment real estate options can further serve clients by understanding the benefits self-directed plans offer in this realm,” says Jack Callahan, managing partner of Advanta IRA in Atlanta, Georgia.

Realtors interested in becoming a more valuable asset to their clients are encouraged to attend this seminar to learn more about self-directed IRAs, rules and regulations, and just how easy it is for investors to use these accounts. The course provides three hours of continuing education in their field, at no cost.

Seating is limited for this popular seminar and spaces must be reserved in advance.

Event: Three-hour Continuing Education for Realtors: Real Estate in an IRA
Date: May 18, 2016
Time: 1:00 – 4:00 pm
Location: Advanta IRA Administration, 3525 Piedmont Rd NE, Bldg. 8, Ste. 101, Atlanta, GA 30305
Register: by emailing Larissa Greene at lgreene(at)advantairagroup(dot)com or by calling (800) 416-8736, ext. 1140.

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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