Advanta IRA Administration is pleased to announce that Atlanta-area property management managers, Chris and Donna Littleton, have completed Advanta IRA University (Advanta U) courses and now hold the title of self-directed IRA specialists.
Advanta U is a series of sophisticated yet simple educational courses designed to teach certain professionals how self-directed plans can use alternative investments to build income. Graduates receive an IRA specialist designation and enough knowledge to benefit themselves and their clients by knowing how these plans work to build tax-free or tax-deferred income for retirement.
“We are proud to add the Littletons to our growing list of professional resources who have attended Advanta U and earned their self-directed IRA specialists certificates,” says Jack Callahan, managing partner of Advanta IRA. “As such, each can better serve their clients, attract new clients, and also help industry professionals understand how self-directed retirement plans use alternative investments like real estate to build retirement wealth.”
How Our Friends Can Become a Self-Directed IRA Specialist
Advanta U offers courses at no cost to CPAs, realtors, attorneys, and other professionals to provide powerful knowledge of self-directed retirement plans. Upon graduation, these individuals are able to facilitate better service to existing clients and also cultivate an entirely new class of clients—who are investors. Additionally, graduates also learn how to control their own investment funds and decisions using self-directed IRAs.
Alternative assets permissible in retirement plans reach far beyond real estate investments.
Other options include:
- Private equity
- Crowdfunding
- Tax Liens and Deeds
- Gold, silver, platinum, and palladium
- Farmland
- Timberland
- Oil, gas, and other energy options
- Sustainable investments
- and much more…
There are also different types of plans that can be self-directed:
- Traditional and Roth IRAs
- SEP and SIMPLE IRAs
- Individual 401(k) Plans
- Health Savings Accounts
- Education Savings Accounts
Additionally, many investors use single-member LLCs in their IRAs, which allow the account owner checkbook control of their investing funds. This is a popular technique that offers immediate access to capital in order to acquire assets quickly and easily. These structures are a bit more intricate than the average self-directed plan and require the guidance of a tax professional to ensure compliance within IRS rules and regulations.
The Littletons are successful property management brokers with Solutions Realty Network, which has served the greater Atlanta area for over 12 years. Solutions Realty Network provides maximum exposure by offering and assisting in home sales, leases, and lease purchases. Additionally, they are experts in the field of real estate investing and property management. Both are proud to now offer clients the added benefit of being familiar with using self-directed IRAs to invest in real estate.
Feel free to connect with Chris and Donna if you’d like to discuss their experience with Advanta U and to discover if their services can help you in any way. While do not endorse any particular person or business entity, and we do not offer investment advice or sell investments, we can connect you with like-minded individuals that may be able to assist you in your own endeavors.
If you would like to connect with the Littletons, please do so on them on Facebook platforms:
Advanta IRA Administration in Georgia and Advanta IRA Services in Florida both offer these courses in their areas. Visit our calendar to find events near you that qualify.
While some courses require participation in a live class, we do offer webinars and can sometimes substitute those for a live event to make participation work at the student’s convenience.
If you’d like to learn more about self-direction and how investing in alternative assets has the potential to build retirement income, please contact us.
