Advanta IRA Offers Client Referral Voucher in an Work to Educate Investors on the Rewards of Self-Directed IRAs


Largo, FL (PRWEB) July 02, 2013

As self-directed accounts become more popular, investors are realizing the value of getting in manage of their own investment choices. Self-directed IRAs allow a myriad of option investments such as real estate, notes, mortgages, tax certificates and liens, precious metals, private placements and a lot more. Investments are produced solely at the discretion of the account owner, and are primarily based on the account owners expertise and comfort level of each investment.

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“In an work to spread the word about how self-directed IRAs perform, Advanta IRA is supplying a client referral system. This program encourages current consumers to discuss the positive aspects of self-directing their IRAs and other accounts,” says Jack Callahan, Managing Partner of Advanta IRA Services out of Largo, Florida, and Advanta IRA Administration out of Atlanta, Georgia. Advanta IRA offers a client referral voucher redeemable by current consumers to offset administrative charges of their present IRA accounts with Advanta IRA. Clients who want to participate are provided vouchers and encouraged to discuss the advantages of self-directed IRAs to close friends and fellow investors. The client is to supply a voucher to people who are interested in self-directing their accounts. For every voucher that is presented by a new client who decides to join Advanta IRAs group, the existing client receives $ 50 off future administrative fees. If current clients refer sufficient new clientele to Advanta IRA, the administrative costs for existing consumers IRAs can be offset entirely the following yearmeaning, their IRAs might be administrated for free of charge. New customers who present this voucher are eligible for $ ten off their initial administrative charge.

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“This is just one particular a lot more way Advanta IRA strives to educate individuals on the advantages of self-directed IRAs,” says Callahan. For much more info, please contact our office and a single of our group members will answer all your inquiries.

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Guidelines and other critical information about our client referral program can be identified by visiting our website at http://www.advantaira.com. The downloadable voucher can also be viewed and printed from our internet site.

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About Advanta IRA

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Advanta IRA Solutions (Largo, Florida) and Advanta IRA Administration (Atlanta, Georgia) specialize in the administration of self-directed IRAs. Both areas are managed by Jack Callahan, JD, CFP. Self-directed accounts allow investors to select their own investments based on their knowledge of investment automobiles alternatively of relying on third parties to make investment choices for them. Advanta IRA is committed to educating customers in using self-directed IRAs to invest in option investments. In pursuit of diversity and manage of their own retirement funds, clients invest in a assortment of genuine estate assets such as rental properties, rehabs and raw land. Other investors use their IRAs as private lenders, securing loans with a mortgage, or to invest in assets such as tax alternatives and tax liens.

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Advanta IRA Solutions of Largo, Florida, Hosts Webinar on June 18: Investing in Private Entities with A Self-Directed IRA


Largo, Florida (PRWEB) June 15, 2013

Employing self-directed IRA funds to invest in private placements is permitted and can be a productive way to diversify retirement portfolios. Nonetheless, distinct troubles pertain to this variety of investment that can range from correctly structuring the entity to selecting somebody to be responsible for managing the entity.

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Advanta IRA Services believes that information is power, control is crucial and diversity is important when managing self-directed IRA accounts, says Jack Callahan, Managing Partner of Advanta IRA Solutions. As a self-directed IRA administrator, Advanta IRA does not sell investments or supply tips relating to investments. Nonetheless, Advanta IRA does give progressive educational curriculum designed to teach investors about the types of investments allowed in self-directed IRAs, says Callahan.

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On June 18th, Advanta IRA is hosting a seminar to discuss the pros and cons of making use of a private entity when investing with an IRA. Prohibited transaction guidelines with IRAs are to be covered, explaining how they impact the inner workings of these entities. Moreover, Unrelated Company Income Tax (UBIT) and the possible implications of that tax on IRAs will be a crucial topic.

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Event: Webinar&#13

Date: June 18, 2013&#13

Time: 12:00pm 1:00pm&#13

Place: on the web&#13

Price: No charge

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To get log-in guidelines for this webinar, please contact Scott Maurer at smaurer(at)advantairagroup(dot)com or by calling 727-581-9853, ext. 1123.

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About Advanta IRA Services, LLC

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Advanta IRA Services specializes in the administration of self-directed IRAs. Self-directed accounts enable investors to pick their own investments primarily based on their understanding of investment vehicles alternatively of relying on third parties to make investment decisions for them. Advanta IRA is committed to educating clients in utilizing self-directed IRAs to invest in alternative investments. In pursuit of diversity and manage of their own retirement funds, consumers invest in a range of genuine estate assets which includes rental properties, rehabs and raw land. Other investors use their IRAs as private lenders, securing loans with a mortgage, or to invest in assets such as tax options and tax liens.

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