News Column

Advanta IRA Talks Investment Strategies for Old 401(k) and Other Retirement Plans

June 8, 2014



Tampa, Florida (PRWEB) June 08, 2014

Many individuals have retirement funds in the form of an old 401(k), 403(b), pension, or other employer-sponsored plan and are unsure of what to do with these funds or how to incorporate them into a current investment strategy. This webinar is designed to teach participants about different plans available, how to move the funds, and various investment possibilities to build wealth in retirement accounts.

Advanta IRA is a leader in IRA administration and offers education on a wide variety of planning options available for individuals to earn tax-free or tax-deferred funds for retirement. "Advanta IRA does not sell investments or give investment advice, but our experienced staff is dedicated to teaching investors of all levels about the different opportunities that exist in today's retirement planning realm," says Jack Callahan, managing partner at Advanta IRA Services in Florida.

Join Advanta IRA for this popular, nationwide webinar to learn how to move these retirement funds into a self-directed IRA and take advantage of the many different investment strategies that exist for these plans. "Those who self-direct retirement accounts put themselves in the driver's seat and gain total control of their own investing decisions," says Callahan. Additionally, self-directed plans allow a multitude of alternative assets such as real estate, private notes, precious metals, foreign exchange, futures trading and much more.

The live webinar covers the topics of:

The types of IRAs that old 401(k) and other plan funds can be moved to

How to avoid incurring penalties during the process

How to gain greater control over retirement funds

Alternative investments permissible in self-directed retirement plans

Advanta IRA offers these types of events every week. For a full calendar listing or to learn more about the company, please visit http://www.advantaira.com/tampa.

To register for the June 10th webinar, please do so by 5:00 p.m. EST on Monday, June 9th by contacting Larissa Greene at lgreene(at)advantairagroup(dot)com or (727) 581-9853, ext. 1140.

Event: Webinar: What Can I Do with My Old 401(k)?

Date: June 10, 2014

Time: 12:00 p.m.-1:00 p.m.

Location: Online

Cost: No charge

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 throughout the Tampa Bay and Sarasota, Florida regions. Advanta IRA Administration offers a second location serving the Atlanta, Georgia area and surrounding regions. 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.

Read the full story at http://www.prweb.com/releases/2014/06/prweb11925527.htm


For more stories on investments and markets, please see HispanicBusiness' Finance Channel



Source: PR Web


Story Tools






HispanicBusiness.com Facebook Linkedin Twitter RSS Feed Email Alerts & Newsletters