Individuals who want to control their own funds and decisions do so by using self-directed IRAs to acquire alternative investments that build tax-deferred or tax-free wealth for retirement. Advanta IRA is offering a complimentary webinar on February 19 for investors to learn more about the benefits these accounts offer.
Self-directed IRAs give owners of these plans control over their own investment funds and the freedom to choose their own assets to build wealth for retirement. By investing in things they know and understand, those who self-direct can potentially increase their odds of success. There are a myriad of assets permissible in these plans such as real estate, precious metals, private lending opportunities, crowdfunding investments, private placements—and much more.
While holding options such as stocks, bonds, and mutual funds is certainly allowed—these traditional investments are offered by mainstream investing firms because they sell those investments. Self-directed account owners can acquire alternative investments outside the traditional norm, adding critical diversity within retirement portfolios.
“Advanta IRA believes that knowledge is power, control is key, and diversity is essential to successful investing. One way our clients achieve this is by attending our educational events to learn about self-directed accounts and alternative investments,” says Jack Callahan, managing partner of Advanta IRA Services in Florida and Advanta IRA Administration in Georgia. “Our webinars and seminars empower investors by providing knowledge that is crucial for them to confidently and successfully manage their own investment funds and decisions.”
Topics covered during this webinar include:
The basics of self-directed plans, how they work, and how to maximize their potential
Assets allowed in these accounts
Types of plans that can be self-directed, qualifications, and contribution limits for each
IRS regulations including disqualified persons and prohibited transactions
Investors with a desire to learn more about self-directed IRAs and the alternative investments are invited and encouraged to attend. For a full listing of future events, visit advantaira.com/events.
Event: Webinar – Self-Direction 101
Date: February 19, 2015
Time: 12:00 – 1:00 pm EST
Cost: No charge
Register: by 5 pm (EST) on February 18 by calling Larissa Greene at (800) 416-8736 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 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.