Posted by admin On February 1st
For Immediate Release – February 1st, 2012- AdvantaIRA Trust, LLC is excited to announce the expansion and opening of their newest office in the Miami area. AdvantaIRA specializes in Self Directed IRAs specifically real estate IRAs and private lending in IRAs. Advanta has been in business in Florida for over 9 years with offices in Fort Myers and Gainesville. The new South Florida office will be located at 950 South Pine Island Road,. AdvantaIRA prides itself on tremendous service and enthusiasm to help clients meet their financial goals. The new office will be led and managed by Kevin Collins, an experienced professional in the Alternative Asset Industry. The Miami phone number is 786-275-5870
For more information on AdvantaIRA Trust and the services they offer go to www.AdvantaTrust.com
Posted by kelseydineen On December 11th
It’s the Most Wonderful Time of the Year… time for tax invoices! Now is the time of year that our local counties start mailing those much loved property tax invoices to real estate owners. Recently, we have seen a huge spike in the number of tax invoices submitted for payment. As Real Estate is one of the most popular investments in self-directed retirement plans, we expect to see many more. Have you received your early holiday present this year? If you have a retirement plan invested in real estate, chances are that you already have. Many clients have called in with questions in regards to property taxes and how or if they should pay them. Firstly, if you have invested in Real Estate using your retirement plan, keep in mind that all expenses associated with the property must be paid by the retirement plan. Read the rest of this entry »
Posted by daveowensfl On December 2nd
“Dave, what can I invest in to get some better returns?” – This has to be one of the most common questions I get. Who wants to get 1 percent on a CD? Everyone wants the perfect investment. While I don’t sell products and I don’t get a commission, I will tell you a solid investment for the Self Directed IRA investor is private lending. All interest paid to the private note is tax free to the IRA (or lender in this case).
What is investing in notes or private lending? While no investment is guaranteed, notes give investors the ultimate control. Let me give you a quick example of private lending with an IRA. Most investors do not know that you can be
the bank. Your IRA account can lend money to non-related parties. Read the rest of this entry »
Posted by kelseydineen On June 9th
A client recently asked me what the return on a CD would yield her. After speaking with a local bank, I was informed that this rate was currently in the range to 0.5% to 1.5%, depending on the duration and size of the CD. With interest rates so low, many of our clients are searching for secure investments that yield higher returns. Some clients have found the solution in notes. Notes are an extension of credit from our client (the lender) to a borrower. The purpose of the note is to provide written evidence of the amount of the loan and the terms under which the loan must be repaid. Notes provide a stated rate of return which is generated from the interest a borrower must pay on the loan. Interest rates on notes can be explicitly stated to be as high as 18% in accordance with Florida’s Usury Laws. If the borrower is using the loan for a business venture, a client may also elect to be compensated by receiving a percentage of the profits associated from the venture in addition to an explicit interest rate being charged on the loan. This arrangement can legally yield a return on investment that is far above the 18% cap enforced by Florida Usury Laws. Read the rest of this entry »
