how to create real financial security with self-directed iras in 2012
DESCRIPTION
Discover how you can... 1. Take Control of your Retirement Funds 2. Truly Diversify your retirement into other asset classes like real estate 3. Create Tax-Free Income for you and your family for generationsTRANSCRIPT
How to Create Real Financial Security(with Self Directed IRA’s)…
Tim DebronskyVice President
Sr. IRA Asset Strategist
10 years of Self-Directed IRA, Real Estate Investing, and Marketing Experience
6 Years as a Retirement Account Specialist with the nation’s largest Self-Directed IRA Administrator & Custodian.
Helped thousands of retirement account owners invest in real estate and other alternative assets with their IRA/401k
At iPlan Group, I manage the team of IRA Strategists who educate and assist individuals on the endless investment possibilities available when utilizing Self-Directed IRAs. I also play a significant role in developing the marketing strategies for the company.
Buy, Hold, Hope
Buy, Hold, Hope
“73% Planning to Work Past Retirement”
“I just feel like I’m going to work until the day I die”
Greg Schmidt knows he will likely be working into his 70’s.
Is There A Better Option?
The Wealthy Have Known These Secrets for Years
Did you know that there is currently over $5 Trillion Dollars held by 50 million Americans Invested in Retirement Accounts…
And only 2% of those accounts are leveraging the power of a Truly Self-Directed IRA
IRS rules have allowed True Self-direction since IRAs were created in 1974
Traditional Retirement Accounts
What do Retirement Plans typically invest in?
Stocks Bonds Mutual funds
I can pick stocks/mutual funds, isn’t that Self-Direction?
Why limit to just these asset classes?
Truly Diversify Your Retirement Who Manages the Money? How do they Get Paid?
What is a Truly Self-Directed IRA?
Basically you CAN invest in anything BUT…
Life insurance policies Sub S Corporations Collectibles
Artwork Coins Stamps Antiques Rugs Alcohol
Investment Options
Single family homes 1st Mortgage Notes 2nd Mortgage Notes Condos Townhouses 2-4 units Raw land Mixed use property Commercial property
Multi-Unit apartments Lease options Foreclosures Buy, Fix and Flip Property Tax liens Gold & Silver
Bullion Gold & Silver Eagles
Privately Held Companies LLCs C Corporations Limited Partnerships
Power of Roth IRA & Compounding Interest
Double Your Results
The Gary Thomas Cash Flow Model
Started his Self-Directed Roth IRA in 2005 Found Private Lender to loan his IRA $15,000
to purchase first house.Paid Private Lender’s IRA 12%, plus 4 point loan origination feeAmortized Loan Over 5 years
The Gary Thomas Cash Flow Model
Now his Roth IRA has 50 houses Monthly Rent $500-$600He is now 57 years oldIn less than 3 years he will have 100 plus Free
& Clear houses generating $50,000-$60,000 per month Tax-Free!
IRA vs. Personal Ownership
IRA vs. Personal Ownership
IRA vs. Personal Ownership
IRA vs. Personal Ownership
How Will This Knowledge Help Me?
Currently there is over $5 Trillion invested in Retirement Accounts.
Q: What is the single most important factor in getting transactions done today?
A: Financing
Retirement Accounts are still flush with cash...and if you know how to access them..they can become nearly an unlimited source of financing.
How Will This Knowledge Help Me?Real Estate Investors are buying.... today!
There has not been a better opportunity to purchase real estate in the US in over 30 years.
Properties that never would have cash flowed a couple of years ago...now are. The rental market is strong, and getting stronger.
What is holding them back? Access to capital of course.
Show investors how to access their Retirement Accounts...and probably even more powerful...how to access other people's accounts to fund their deals.
Structure Of Self-Directed IRAs
1You
2IRA401K
3TPA
4CustodianTrustee
You are a separate entity
IRA is a separate entity
- Record keeping- Tax reporting
- Holds the investment paperwork in safe-keeping
iPlan’s Administrator Role
What we DO offer: Guide investors through the
alternative asset transaction process Share status updates each step of
the way during a transaction Accept retirement plan contributions
and process distributions Review all necessary documents for
correct titling to process transactions Receive investment income and pay
investment expenses IRS Reporting (Forms 5498 and 1099) Free education that facilitates our
clients’ knowledge of self-directed investment transactions
What we Don’t offer: DO NOT provide any investment advice DO NOT sell or endorse specific
investment products DO NOT carry out any form of due
diligence or qualifying of an investment
DO NOT regulate or approve a transaction’s legitimacy or investment merit
DO NOT evaluate whether a transaction is permissible or prohibited
DO NOT manage assets
Why iPlanGroup?
Over 80 years of combined Financial Services Experience
Flat Annual Fee Only $485 No Matter How Large Your IRA Grows! No Expedited Processing Fees No Transaction Fees
“Relationship Team Model” PromptAccuratePersonalized Service
Our office in Westlake, OH
Contact Us Today!
Tim DebronskyVice President
Sr. IRA Asset StrategistPh: 440.484.5566
27887 Clemens Rd. Suite 3, Westlake, OH 44145