What is an IRACheckbook Plan?     Why would I be interested?                    “Great Source for Real Estate Funding”
Retirement Funds in a Checkbook        It’s as Simple as That!                      “Great Source for Real Estate Funding”
More Capital = More ClosingsMitt Romney’s IRA Self Directed!       And That is Precisely Why we are Here!                 ...
Where is the Capital? How do I Put it to Work?               “Great Source for Real Estate Funding”
$5 Trillion in Retirement Funds         IRA’s and 401K’s        Only 5% is Self-Directed….    Mostly invested in Wall St. ...
~45 MillionIRA’s and 401K’s in the US       Only 5% is Self-Directed….  That’s a pretty big opportunity list??       I’m s...
Low Hanging FruitRipe for the Picking            “Great Source for Real Estate Funding”
Warren Buffett on CNBC: Id Buy Up A Couple HundredThousand Single-Family Homes …purchased at low rates,   Buffett says, ho...
“Great Source for Real Estate Funding”
Jeff, This sounds difficult…How do I pull this off?    Ask Your Customer if They have Retirement Savings    Inquire if T...
“Great Source for Real Estate Funding”
“Great Source for Real Estate Funding”
Since 1974 the Individual Retirement Arrangement was enacted byCongress1993 Recognition and Validation of the Self-Direc...
“Great Source for Real Estate Funding”
______SSN____________________       _________________Beneficiary/Secondary__________________________________relation      ...
How Should you View an IRACheckbook Plan?                   Refer them to                   IRACheckbook.com through Your...
Self Directed Wealth  By Randy Rodenhouse
What Can’t I Invest In?Prohibited Investments:   Collectibles – such as antiques, cars, art, etc.   Life Insurance
What Can I Invest In?• Many Investment Choices:  1.   Single Family Homes  2.   Apartments and Commercial RE  3.   Raw Lan...
REAL LIFE RESULTS          Buying Real Estate In IRA                ExpensesIRA Account                               Your...
REAL LIFE RESULTS             Buying Real Estate In IRA• 7 Ways To Fund Real Estate Transactions:   IRA all cash   IRA d...
REAL LIFE RESULTS               Buying Real Estate In IRA• 7 Ways To Fund Real Estate Transactions:  IRA downpayment + CA...
REAL LIFE RESULTS                   Buying Real Estate In IRA• All Cash From IRA and Sell: Purchase Price:   $91,000 Repai...
REAL LIFE RESULTS                   Buying Real Estate In IRA• All Cash From IRA and Rent: Purchase Price:   $91,000 Repai...
REAL LIFE RESULTS                          Using Positive LeverageCash From IRA + Non-Recourse Note and Sell: $38,000 IRA ...
REAL LIFE RESULTS                      Using Positive Leverage• Cash From IRA + Owner Finance and Rent:$15,000 IRA and $12...
REAL LIFE RESULTS                               Private LendingPrivate Loan To “Fix and Flip” Investor In Florida:Purchase...
Contact Information:randy@wealthblackbox.com843-754-8174
Presentation IRAcheckbook Realtor Wb Bexpanded
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Presentation IRAcheckbook Realtor Wb Bexpanded

  1. 1. What is an IRACheckbook Plan? Why would I be interested? “Great Source for Real Estate Funding”
  2. 2. Retirement Funds in a Checkbook It’s as Simple as That! “Great Source for Real Estate Funding”
  3. 3. More Capital = More ClosingsMitt Romney’s IRA Self Directed! And That is Precisely Why we are Here! “Great Source for Real Estate Funding”
  4. 4. Where is the Capital? How do I Put it to Work? “Great Source for Real Estate Funding”
  5. 5. $5 Trillion in Retirement Funds IRA’s and 401K’s Only 5% is Self-Directed…. Mostly invested in Wall St. Assets?? “Great Source for Real Estate Funding”
  6. 6. ~45 MillionIRA’s and 401K’s in the US Only 5% is Self-Directed…. That’s a pretty big opportunity list?? I’m sure you know people! “Great Source for Real Estate Funding”
  7. 7. Low Hanging FruitRipe for the Picking “Great Source for Real Estate Funding”
  8. 8. Warren Buffett on CNBC: Id Buy Up A Couple HundredThousand Single-Family Homes …purchased at low rates, Buffett says, houses are even better than stocks.’ Should we present Real Estate to Our Investors? “Great Source for Real Estate Funding”
  9. 9. “Great Source for Real Estate Funding”
  10. 10. Jeff, This sounds difficult…How do I pull this off? Ask Your Customer if They have Retirement Savings Inquire if They are Happy with Their present Investments Tell them You have a “One Stop Source for Self- Directed Investing” Refer them to IRACheckbook.com through Your Widget on Your Site Earn a Referral Fee MOST IMPORTANTLY… help Them Invest Their Liberated Capital! “Great Source for Real Estate Funding”
  11. 11. “Great Source for Real Estate Funding”
  12. 12. “Great Source for Real Estate Funding”
  13. 13. Since 1974 the Individual Retirement Arrangement was enacted byCongress1993 Recognition and Validation of the Self-Directed IRA LLCStructure by the IRSRetirement Funds in a Business Checking Account at the Bank ofChoiceFreedom to Invest in What They knowStimulate the Local Economy, Consume Inventories, Provideneeded HousingUtilize Contacts and Customers You already haveLocal “Nationally Ranked” Company to Serve You and YourCustomers “Great Source for Real Estate Funding”
  14. 14. “Great Source for Real Estate Funding”
  15. 15. ______SSN____________________ _________________Beneficiary/Secondary__________________________________relation _________________Address___________________________________________________D OB_______________Percent_____________________________SSN____________________ _________________ Real Estate Funding” “Great Source for
  16. 16. How Should you View an IRACheckbook Plan? Refer them to IRACheckbook.com through Your Widget on Your Site “Great Source for Real Estate Funding”
  17. 17. Self Directed Wealth By Randy Rodenhouse
  18. 18. What Can’t I Invest In?Prohibited Investments:  Collectibles – such as antiques, cars, art, etc.  Life Insurance
  19. 19. What Can I Invest In?• Many Investment Choices: 1. Single Family Homes 2. Apartments and Commercial RE 3. Raw Land 4. Tax Liens/Tax Deeds 5. Mortgage/Deed of Trust Notes 6. Businesses (LLC or C-Corp) 7. Private Equity/Angel Investor 8. Precious Metals (Gold/Silver) 9. Commodities (Oil, Gas, Grains, etc)
  20. 20. REAL LIFE RESULTS Buying Real Estate In IRA ExpensesIRA Account Your Investment Income/Profits What Happens After My IRA Owns The Property?
  21. 21. REAL LIFE RESULTS Buying Real Estate In IRA• 7 Ways To Fund Real Estate Transactions:  IRA all cash  IRA downpayment + Non Recourse Note  IRA downpayment + Seller Carryback  Your IRA + other’s IRA as Tenants-in-Common
  22. 22. REAL LIFE RESULTS Buying Real Estate In IRA• 7 Ways To Fund Real Estate Transactions: IRA downpayment + CASH  IRA downpayment + HELOC (must be collateralized on another property)  IRA can invest in an LLC (multiple members) and the LLC buys property
  23. 23. REAL LIFE RESULTS Buying Real Estate In IRA• All Cash From IRA and Sell: Purchase Price: $91,000 Repairs: +$3,900 Hold Cost: +$1,200 Total $96,100 Sold Price: $120,000 Cost: -$96,100 Fees: -$3,800 Profit $20,100 Cash On Cash Return 21%
  24. 24. REAL LIFE RESULTS Buying Real Estate In IRA• All Cash From IRA and Rent: Purchase Price: $91,000 Repairs: +$3,900 Hold Cost: +$1,200 Total $96,100 Yearly Income: $15,300 Expenses: -$3,600 Net Income $11,700 Rent: 12% AR Sell in 1 yr: 33% AR
  25. 25. REAL LIFE RESULTS Using Positive LeverageCash From IRA + Non-Recourse Note and Sell: $38,000 IRA and $152,000 Note (10%) Purchase Price: $190,000 Repairs: +$5,000 Hold Cost (10%/6 mo): +$9,400 Total $204,400 Sale Price: $240,000 Cost: (204,400) Fees: ($8,270) Profit Before UDFI tax $27,330 UDFI tax ($3,054) $24,276 Cash On Cash Return 46%
  26. 26. REAL LIFE RESULTS Using Positive Leverage• Cash From IRA + Owner Finance and Rent:$15,000 IRA and $125,000 Note (6%)Purchase Price: $140,000Repairs: +$4,000Total $144,000Yearly Income: $18,000Payments (6%): ($11,000)Tax/Insurance: ($3,000)Cash Flow $4000Back End of $35,000 RENT: 21% AR SELL after 1 yr: 205% AR
  27. 27. REAL LIFE RESULTS Private LendingPrivate Loan To “Fix and Flip” Investor In Florida:Purchase Price: $36,000FMV: $79,000Loan: $28,800LTV: 37%Terms: 15% interest only 5 points 6 monthsAnnual ROI: 25.0%$1440 pts + $2160 int. = $3600 in 6 months
  28. 28. Contact Information:randy@wealthblackbox.com843-754-8174
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