Posts Tagged ‘Trust’
June 15, 2015 | 
Author AdvantaIRA Trust Hosts National Webinar: Types of Investments Permissible in a Self-Directed IRA
Fort Myers, FL (PRWEB) May 14, 2015
A self-directed IRA gives investors freedom of choice to purchase alternative assets tax-free. AdvantaIRA Trust is hosting a nationwide webinar on May 21st to discuss the different types of alternative assets that are permissible in a self-directed retirement account.
A self-directed IRA is a tax-sheltered trust set up for retirement by tax code section 408. Typical IRA custodians only hold investments they sell such as stocks, bonds, and mutual funds. Since AdvantaIRA does not sell investments, investors have complete control allowing more options to diversify the retirement portfolio. When investing using a self-directed IRA gains, income, and sale proceeds grow inside the retirement account tax-free.
Aside from life insurance and collectibles a self-directed IRA can hold a wide array of assets. Alternative assets that will be discussed during the national webinar include real estate, secured promissory notes, single-member LLCs, precious metals, private placements and private stock, and foreign currency exchange and futures trading. “This is a great webinar for investors who are not sure what they can invest in using their self-directed IRA,” says Dave Owens, managing partner of AdvantaIRA Trust.
The webinar on May 21st is open to the public at no charge. Attendees are encouraged to ask questions at the end of the presentation.
Event: Webinar- Types of Investments Permissible in a Self-Directed IRA
Date: May 21, 2015
Time: 2:30-3:30pm EST.
Cost: None
Location: Online
Register: Please email Brenda Whetsell at Brenda(at)advantatrust(dot)com with your name and email address.
About AdvantaIRA Trust
AdvantaIRA Trust is a self-directed IRA administrator that provides tax-deferred and tax-free investment opportunities, superior customer service, and educational tools to assist investors in realizing the maximum benefits possible within IRAs. AdvantaIRA makes it easy to use self-directed retirement plans to invest in assets that the individual investor knows, understands, and can control.
About Dave Owens
Dave Owens is the managing partner at AdvantaIRA Trust in Fort Myers, Miami, Gainesville, New England, and the Florida Panhandle. Owens opened the AdvantaIRA Trust headquarters in Fort Myers, FL in 2003. His background as a certified public accountant, combined with a long history of personal retirement self-direction, provides his audiences and clients with solid advice and practical solutions to their IRA investment questions. Dave holds a BS in accounting from Purdue University. He also earned the prestigious Certified Exchange Specialist designation through the Federation of Exchange Accommodators.
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Forge Consulting and Advocacy Wealth Announce Advocacy Trust
Chattanooga, TN (PRWEB) April 20, 2015
Forge and Advocacy proudly announce the launch of Advocacy Trust, a Tennessee chartered trust company.
Industry professionals founded the rapidly growing trust company. Advocacy’s strategy is to provide hands-on customized services as unique as our clients’ needs. The specialized team is experienced in asset protection, generational and estate planning, medical and special needs trusts, and the full array of litigation based settlement planning services. Unlike other national competitors, Advocacy integrates annuities as an asset class, often mitigating the impact of the Affordable Care Act surtax, alternative minimum tax and ultimately reducing ongoing trust fees.
“Our clients want protection and predictable income or growth. Having a trust company represents a perfect fit with our existing services and investment management businesses and reinforces our commitment to providing customized solutions to help them achieve their goals. We are excited about forming Advocacy Trust and what it allows us to do for our clients,” said Spooner Phillips, CEO of Forge Consulting.
“In an era of massive trust company and financial institution consolidation, customers do not always receive the personal attention they deserve,” said Bob Hogan, the president and CEO of Advocacy Trust. “Medical care and special need trusts, in particular, require a high level of expertise and focused support. We provide our customers with the experts they need, simplifying what can often be quite complicated.”
About Forge Consulting:
Founded in 2003, Forge Consulting LLC serves plaintiffs and their attorneys with a full suite of services and products. The consultants at Forge provide a thorough analysis of settlement options on any litigation case, identifying the client’s best interests and providing multiple options in easy to understand terms. In addition, Forge helps clients plan for the complicated issues associated with government benefits preservation, asset protection, estate planning, debt planning, housing, healthcare, and more. To learn more about Forge Consulting, visit forgeconsulting.com and see how confident you can be about your financial services partner.
About Advocacy Wealth Management:
Advocacy Wealth Management is an SEC-registered advisory firm focused on serving the needs of the plaintiff and their attorney(s) in the settlement process. Advocacy stands proudly at the forefront of the settlement planning industry, providing an objective assessment of options, turning abstract dollar signs and terms into tangible plans. Visit advocacywealth.com to learn more about Advocacy Wealth Management.
©Copyright 1997-
, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.