This week on the Alternative Investing Advantage podcast, Alex Perny welcomes Advanta IRA’s founder Jack Callahan. They discuss how Advanta IRA began and the benefits of alternative investments. Jack’s background with a law degree and in finance is instrumental in guiding Advanta IRA.
Jack shares his background and the evolution of the company. He shares the challenges they face in catering to clients’ unique alternative investment choices. Additionally, Alex and Jack cover different retirement plans, contribution limits, employer contributions, and age-related withdrawal rules.
Learn more about self-directed IRAs and the benefits of alternative investments.
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About Our Guest Jack Callahan
Jack proudly earned his bachelor’s in finance from Florida State University and his law degree from the University of Florida. 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 tax and legal counsel to real estate investors and small business owners. As an industry expert, Jack has educated thousands on self-directed retirement plans. Additionally, he has taught continuing education courses for the Florida and Georgia Bar Associations, Florida and Georgia Real Estate Commissions, and The American Institute of Certified Public Accountants. In his free time, Jack loves to spend time with his family on their farm and fishing in our local waters.
About Our Host Alex Perny, CISP
Alex Perny is a business development specialist and host of Advanta IRA’s podcast, the Alternative Investment Advantage. He is a self-described policy geek who loves learning the rules and technical aspects of SDIRAs, employer plans, and IRS regulations.
For more than a decade, Alex has helped thousands invest in alternative assets. These include precious metals, real estate, private stock, notes, and countless others. Additionally, he has spoken to investors across the country about using retirement plans to invest outside the stock market. Alex believes so strongly in self-direction that he invests his own IRA and HSA in real estate and private equity.