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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Next Generation Trust Solutions adds New Personnel to Growing Roster to Handle Self-Directed Retirement Transactions


Roseland, NJ (PRWEB) June 25, 2013

Next Generation Trust Services, LLC has been busy this spring, hiring two added personnel in May and June and welcoming a summer season intern to its Roseland, N.J. office. The administrator of self-directed retirement plans has been interviewing and hiring since January to keep pace with the improve in self-directed transactions and client inquiries about this retirement method.

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Joining the staff most recently are Marketing Assistant Kerry OBrien and Receptionist/Administrative Assistant Pascale Gervais. As with all personnel at Next Generation, each will be cross-educated in the region of transaction support to enable them to direct clients to the appropriate resources or answer inquiries about self-directed retirement plans and self-directed transactions. Other recent employees additions are Transaction Assistant Bill Wittler and Administrative Assistant Heather Lehne-Woolf.

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OBrien, who most recently did marketing for a non-profit organization and New Jerseys Liberty Science Center, has written marketing and advertising approach, conducted marketplace investigation and interpreted results, and has worked in public and press relations. In addition, she is knowledgeable in a lot of graphics programs and has written fiction and non-fiction. She will be working on Subsequent Generations website content, blog, and digital and print marketing and advertising components.

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Gervais will apply her wide-ranging workplace management experience to Subsequent Generation Trust Solutions work flow and workplace organization. Her profession contains positions as executive assistant, workplace manager, and senior account coordinator for a public relations firm. She has performed investigation, developed reports, maintained crucial records, and handled client communication in addition to maintaining office logistics running smoothly even though supporting numerous teams.

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CEO Jaime Raskulinecz said the firm is also interested in interviewing job seekers who have encounter in the location of self-directed retirement plans.

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Considering that we have been experiencing such rapid development, getting able to add staff with prior expertise in self- directed retirement plans will assist us round out our existing staff although continuing to provide the outstanding customer service we are known for, she said.

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Next Generation serves folks who are interested in controlling their personal retirement investments. In addition to stocks, bonds, mutual funds, self-path allows for a broad range of nontraditional assets such as actual estate, precious metals, hedge funds, unsecured loans, mortgages, commercial paper, and significantly a lot more. Next Generation, as the account administrator, holds the funds and manages all the paperwork, IRS filing, and transaction support. In addition, the firms pros supply guidance and education about self-directed investments and are all cross-educated to be able to answer questions that come in from present and future clientele.

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Our clients often have questions about transactions or the IRS regulations concerning self-path. As our client list and assets develop, we welcome job candidates with direct knowledge in self-directed retirement plans.

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For a lot more details about self-directed retirement plans, get in touch with Next Generation Trust Solutions at (888) 857-8058 or Information[at]NextGenerationTrust[dot]com, or check out dot com. To inquire about profession possibilities, make contact with Jaime Raskulinecz at JaimeR[at]NextGenerationTrust[dot]com.

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About Next Generation Trust

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Next Generation Trust Solutions (NGTS), headquartered in Roseland, New Jersey, is a professional third-party administrator of self-directed retirement plans. NGTS supplies education, administrative help, and account upkeep to people interested in self-directing their retirement portfolios with a wide assortment of investments that are not usually located in an IRA, such as genuine estate, valuable metals, notes and mortgages, private placements, accounts receivables, restricted partnerships, hedge funds, and much a lot more. Next Generation Trust Services serves clients globally by way of its web site, http://www.NextGenerationTrust.com. For more info on self-directing a retirement strategy, contact 973-533-1880, 888-857-8058 (toll cost-free), or e-mail Information@NextGenerationTrust.com.

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Far more Administrator Press Releases

Announcing Alan Cowgill’s ‘Where to Get the Money’ Bootcamp, Including a Presentation from American IRA’s CEO, Jim Hitt-‘Using Self-Directed IRAs for Private Lending’


Louisville, KY (PRWEB) June 17, 2013

Announcing Alan Cowgill’s ‘Where to Get the Money’ Bootcamp!’ Jim Hitt-American IRA CEO, Will Attend This Event &amp Present ‘Using Self-Directed IRAs for Private Lending’

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Picture its two months from now. Local competitors can never ever seem to line up financing quickly sufficient. In reality, many of them are afraid to make gives since they never know how theyll finance the bargains.

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Learn how to have an unfair advantagebeing surrounded by several private lenders, ready and eager to finance these genuine estate offers. Private lenders who adore obtaining a excellent return on their investment dollars…with their cash. Alan Cowgill will teach every person at this occasion how to do just that permitting them to:

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Usually have money to close the deal.&#13

Acquire dirt-inexpensive properties like theres no tomorrow.&#13

Make every offer with self-assurance.&#13

Never take a dime out of their pocket. &#13

Constantly get 100% financing, plus the funds they need to have for renovations.&#13

Receive their loans with no monthly payments. (Following all, theyre the one particular who define the loan terms.)&#13

Keep away from losing a bargain property to somebody with all cash simply because they cant finance the deal quick enough.&#13

Never ever pay points, fees, or prepayment penalties, and their closing costs are minimal.

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And now that theyre free from using their individual funds, theres no limit to the quantity of properties they can buy.

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Theyll discover how to attract so numerous private lenders that they will compete to loan them cash even gladly accepting decrease interest rates. (Right after all, their only secure alternative is a CD that pays a paltry rate of return)

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They learn that credibility is a large element. Without having the correct method, they could be dismissed as a fly by evening, wreck their precious lending relationships, or get trampled by the SEC.

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Given that 1997, Alan Cowgill has perfected 16 techniques for attracting men and women anxious to loan funds.

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Alan Cowgill wants to show absolutely everyone how to be successful and stay away from private lending pitfalls. Find out bulletproof approaches for attracting private lenders, creating the appropriate impression (as competent and credible), and winning the trust of private lenders.

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Click Right here for Much more Data

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About:

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American IRA, LLC was established in 2004 by James C. Hitt in Asheville, NC.

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The mission of American IRA is to supply the highest level of consumer service in the self-directed retirement industry. Mr. Hitt and his team have grown the organization to more than $ 250 million in assets beneath administration by educating the public that their self-directed IRA account can invest in a selection of assets such as genuine estate, private lending, limited liability businesses, valuable metals and considerably more!

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As a self-directed IRA administrator they are a neutral third party. They do not make any recommendations to any individual or entity associated with investments of any kind (like economic representatives, investment promoters or organizations, or employees, agents or representatives associated with these firms ). They are not accountable for and are not bound by any statements, representations, warranties or agreements produced by any such particular person or entity and do not give any recommendation on the high quality profitability or reputability of any investment, individual or business. The term “they” refers to American IRA, located in Asheville, NC.

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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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