Self Directed IRA Basics (MS Powerpoint)

Self Directed IRA Plan Basics

by Safeguard Financialwww.IRA123.com

What is a Self Directed IRA

• A Self Directed IRA is commonly referred to as a Checkbook IRA.

• Money is placed into a checking account for immediate access by the investor.

• This eliminates the delay associated with an IRA custodian.

• Enables the investor to act quickly when a real estate opportunity presents itself.

• Simply write a check to make an investment.

Click here to visit the Educational Webpage.

How Does It Work:

• The LLC is formed in the state in which the LLC is to be operated.

• It is a business entity combining aspects of both a partnership and a corporation.

• The IRA is moved inside the LLC, it is afforded LLC protection.

• The IRA account holder sets up a checking account for making investments.

• The Manager of the LLC can enter into contracts and agreements on behalf of the LLC.

What are the Benefits:

• The ability to make an investment as quick as writing a check

• No additional transaction fees and delays

• Take advantage of low housing prices, foreclosures and short sales

• Asset protection afforded by an LLC (Limited Liability Company)

• No investment reviews by custodians

• Easily partner with others in structured investments

• Simplified escrow transactions

• Ongoing, no cost consultations with our Advisors & Tax Attorney

What you can Invest in:• All types of Real Estate

• Trust Deed & Mortgages

• Tax Liens & Certificates

• Equipment Leasing

• Private Notes & Business Loans

• Domestic & International Vacation Rentals

• FOREX

• Much, much more...

What you cannot Invest in:

• Collectables such as art or antiques

• Metals, Gems, Stamps or Coins (except US Gov. Minted Gold/Silver Eagle)

• Any types of Alcohol

• S Corporations

• Life Insurance

Who are Disqualified Persons:

• The IRA account holder.

• Spouse, parent and grandparents.

• Daughters, sons, grandchildren and their spouses.

• Investment advisors.

• Fiduciaries – those providing services to the plan (CPA etc)

• Any business entity i.e., LLC, Corp, Trust or Partnership in which any of the

disqualified persons mentioned above has a 50% or greater interest.

Prohibited Transactions:• Lending money or other extension of credit between a plan and a disqualified

person.

• Furnishing goods, services, or facilities between a plan and a disqualified person.

• Transferring or using the asset by or for the benefit of, a disqualified person.

• Receiving income from profits generated from your IRAs rental property.

What is the Set Up Process:

Educational Video:Click here to watch the video.

Your Self Directed IRA:

STEP 1: – Contact us to see what type of plan best suits your needs.

STEP 2: – Fill out some paperwork so we can set things in motion.

STEP 3: – Relax and let us handle all the details.

It's as Simple as 1-2-3.

As a Self Directed IRA strategist and advisor with thousands of satisfied customers across the USA, Safeguard Financial offers you 3 Simple Steps to set up your Self Directed IRA plan:

Visit www.IRA123.com for more information of call 1-877-229-9763.