Advanta IRA Services Announces Event Hosted by Dennis Realty & Investment Corporation: Real Estate in a Self-Directed IRA

Tampa, Florida (PRWEB) June 09, 2015

A self-directed IRA gives individuals control over their own investment funds and decisions. These plans also allow owners to choose from a very large pool of alternative investments, such as real estate, to grow wealth for retirement.

Real estate is the most popular alternative investment held in self-directed plans. Advanta IRA Services is presenting this event on June 12, held in the offices of Dennis Realty & Investment Corporation in Lutz, Florida, to teach attendees how holding these assets in a self-directed IRA can build tax-deferred and tax-free income for retirement.

Acquiring real estate as an asset does not mean one has to pull funds from the retirement account to purchase a piece of investment property. Taking distributions before retirement age can cause unnecessary penalties and taxation. Instead, the investment is purchased using funds directly from the self-directed account and is, therefore, owned by that account. Property is titled in the name of the retirement plan. Additionally, any and all income or expenses flow directly into and out of the self-directed IRA.

Since retirement plans offer tax-free or tax-deferred income-building potential—the income derived from real estate in an IRA grows in that tax-sheltered plan. “Real estate investors who use self-directed IRAs to acquire assets avoid the tax implications incurred from personally purchasing or selling real estate and preserve more capital within the IRA to reinvest,” says Jack Callahan, managing partner of Advanta IRA Services in Florida and also of Advanta IRA Administration in Georgia.

Individuals interested in using self-directed retirement funds to invest in real estate are invited to attend. Spaces are limited for this popular event and participants must register in advance to receive a complimentary lunch.

Event: Lunch & Learn – Invest in Real Estate Using a Self-Directed

Date: June 12, 2015

Time: 12:00 pm-1:30 pm

Location: Dennis Realty & Investment Corporation, 1022 Land O’Lakes Blvd., Lutz, FL 33549

Cost: No charge. Lunch is provided.

Registration: Contact Larissa Greene before 5:00 p.m. (EST) on June 11 at lgreene(at)advantairagroup(dot)com or by phone at (800) 425-0653 ext. 1140.

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 across the nation. Advanta IRA Administration offers a second location in Georgia. 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.







i.d.e.a. Earns Certified B Corporation Designation

San Diego, CA (PRWEB) August 07, 2014

Integrated marketing agency i.d.e.a. announces it has earned the Certified B Corporation designation, joining a growing community of more than 1,000 companies in 34 countries with the unifying commitment of benefiting the greater good through business. i.d.e.a. is one of just five marketing and communications companies in California – and the only marketing company in San Diego – to bear the B Corp designation.

The agency joins the ranks of other respected Certified B Corporations including Patagonia, Method, New Belgium Brewing Co., Ben & Jerry’s, Etsy and Seventh Generation.

B Corporations are certified by the nonprofit B Lab to meet rigorous standards of social and environmental performance, transparency and accountability. To become a B Corp, a company must undergo a series of performance and legal measures, including evaluating its impact on stakeholders (e.g., workers, community, consumer and the environment); undergoing an assessment by B Lab staff; and incorporating sustainability into the company mission and its governing documents.

Consistent with its B Corp status, in 2014 i.d.e.a is focusing on the two areas that matter most to the people who work for and with the company:

Community Investment

Giving $ 150,000 worth of pro bono service and donations to local and national nonprofit organizations
Achieving 100 percent staff participation in company’s paid volunteerism program

Environmental Stewardship

Eliminating plastic water bottle use, and cutting paper use by 25 percent, despite growing staff by more than 60 percent in the first half of 2014
Measuring, reducing and offsetting emissions from energy use, commuting and business travel to be “carbon neutral”

For complete 2013 performance and 2014 goals, see i.d.e.a.’s full B Corp Summary Report here.

“We believe our business succeeds when we not only make a profit but also when we make a difference,” said Indra Gardiner Bowers, founder and chief influence officer of i.d.e.a. “In fact, through our Brand Purpose offering, we create and deliver powerful ideas that are good for business and good for the world. Earning B Corp status was a natural step for our agency, and we couldn’t be more thrilled – or in better company.”

For more information, visit theideabrand.com.

About i.d.e.a.

i.d.e.a. is an award-winning integrated marketing company and Certified B Corporation that moves people, products and culture through its nine core disciplines: strategy, creative, design, reputation, social media, digital, brand management, media and brand purpose. i.d.e.a. makes brands matter by creating right-sized ideas that live in all the places consumers play. To learn more, find i.d.e.a. online at theideabrand.com.

About B Corp

Certified B Corporations meet rigorous standards of social and environmental performance, legally expand their corporate responsibilities to include consideration of stakeholder interests, and build collective voice through the power of the unifying B Corporation brand. As of May 2014, there are more than 1,000 Certified B Corporations from over 60 industries and 34 countries, representing a diverse multi-billion dollar marketplace.

About B Lab

B Lab is a nonprofit organization that serves a global movement to redefine success in business so that all companies compete not only to be the best in the world, but the best for the world.

B Lab drives this systemic change through a number of interrelated initiatives: 1) building a community of Certified B Corporations to make it easier for all of us to tell the difference between “good companies” and good marketing; 2) passing legislation to accelerate growth of social entrepreneurship and impact investing (24 states have already passed benefit corporation legislation); 3) developing B Analytics, a customizable platform for investors to benchmark and report on the impact of their global equity portfolios; and 4) providing free, powerful tools for businesses to measure, compare and improve their social and environmental performance (more than 16,000 businesses use B Lab’s free B Impact Assessment). For more information, visit bcorporation.net.







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