Real estate IRAs are popular with people who want diversity and leverage against potential losses in the stock market. You can choose your own assets including commercial and residential property, raw land, as well as tax liens and deeds.
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.
Roth IRA conversions allow you to move some or all of the funds from your traditional IRA account into a Roth account. If you’re going to convert, you must do so by December 31st of the tax-reporting year. And, as you know, that deadline is coming up … Read More
As you may already know, when people feel stressed, they turn to unhealthy habits such as poor eating, smoking, drinking, and often lose sleep. Your health today will directly impact what your future quality of life will be when you retire. And, the decisions you make now … Read More
If you’re familiar with multifamily real estate investing, this could be the ticket to your potential financial freedom in retirement. Investing in real estate with a self-directed IRA lets you take a more hands-on approach to growing your retirement funds. And, multifamily properties present great potential to … Read More
Did you max out the contribution limits in your retirement plan for 2017? If not, you still have time. In fact, you can make last-minute IRA and 401(k) contributions for 2017 to get a head-start on your contributions for 2018 right now, before you file taxes for … Read More
Cryptocurrency is digital (or virtual) currency that is not hampered by centralized government regulations, and its value is not dependent on or manipulated by things such as inflation. Bitcoin is the most popular and the first widely accepted cryptocurrency developed (in 2009), and to date represents the … Read More
Traditionally, the new year is a time to reflect on the goals that weren’t accomplished the year before. So, again you vow to start fresh, make significant changes, and turn it all around as you forge ahead in the new year. Many times, New Year’s resolutions include … Read More
This year is almost over, with only a few months to go until we ring in 2018. While those of us at Advanta IRA have no desire to make time fly more than it already does, there are some contribution limits and retirement plan deadlines you need … Read More
Are you facing the possibility working of past retirement age? Will it be your choice? Well, it should be. So, if you want to avoid having to work in your 70s, take a closer look at your investing strategy.
Are you happy with the returns from your current … Read More
A IRA may be what you’re looking for to help you find financial freedom in retirement.
With a self-directed IRA, you get the flexibility and control you need to help you achieve the possibility of financial freedom in retirement. You’re able to invest in things you know and … Read More
Not all self-directed retirement plan custodians are alike. Some may have lengthy processes you must wait on. Others may not provide the level of attention and service you deserve. Many don’t even allow every alternative investment that’s permissible in these accounts. So, if you’ve encountered any of … Read More