Why We Do What We Do and What’s in It for You

Knowledge is power, control is key, and diversity is essential to the success of retirement planning.

This mantra is the very premise of our existence and is the reason Advanta IRA does what we do. We think those seeking to successfully build a healthy retirement nest egg need to know about the many different types of investments available that may do exactly that. We believe those who choose to should be able to control their own investment funds instead of relying on a third party to make these critical decisions for them. We know diversity can be found by using self-directed IRAs and other plans to acquire assets above and beyond the typical stock, bond, or mutual fund.

We believe in assisting both the average and sophisticated investor in reaching their retirement goals. Advanta IRA neither sells investments nor do we give investing advice, but we do provide powerful educational tools that help individuals learn about different plans and investing opportunities. We teach self-directed plan owners how to use these accounts to achieve tax-sheltered retirement income by investing in what they know and understand. We administrate the fine details required in helping our clients maintain account that are compliant within IRS rules and regulations—so they can concentrate on finding the right investments they believe will succeed in building the retirement income they need and desire.

What’s in it for you?

Control of your own retirement funds

With a self-directed plan, you gain the freedom to choose your own investments. This means that you can invest in what you know best at a pace that is comfortable for you.

A large pool of alternative investments

While you can acquire traditional investments in self-directed accounts, the point is that you can expand your horizons and look beyond stocks and bonds, mutual funds and so forth. You’re free to explore real estate, private lending options, precious metals, private equity, and crowdfunding opportunities, and much more. You can even invest in foreign land or operate a business within your self-directed account.

The alternative investments permissible in self-directed IRAs are almost limitless and entirely up to you to decide what assets you want to add to your retirement portfolio.

Access to educational tools

Our educational webinars and seminars are free, designed to teach you how self-directed accounts work and how they present a way to counter the ups and downs of the stock market. The right investment can potentially offer a level of security that Wall Street often cannot.

Personal, professional service from Advanta IRA

Advanta IRA provides an unsurpassed level of service in our industry. With over a decade of experience, our offices administrate the needs of clients across the nation who collectively hold over $700 million in assets in self-directed retirement plans.

Our clients receive the benefit of having their own account manager who personally oversees the administration of their self-directed retirement plans. While due diligence when choosing investments remains at the account holder’s discretion, their account managers make sure clients are aware of prohibited transactions, disqualified persons, and other details that regulate their plans to keep them compliant within IRS standards.

We are local. We are trusted. Our commitment to the education and success of our clients is one of our key goals in the administration of self-directed IRAs and other plans. Contact us today to find out how we can help you get started taking control of your retirement funds.

If you have questions about this article, please contact us.

About Jack Callahan

Jack proudly earned his bachelor’s degree in finance and multinational business from Florida State University and his law degree from the University of Florida College of Law. He established Advanta IRA in 2003 and has steadily nurtured and grown the company and the team every year since. Prior to founding Advanta IRA, 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 self-directed retirement plans. He is 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.