Creating Powerful Retirement Accounts         for Business Owners       and Real Estate Investors                         ...
Today’s agendaStrategies to pay yourself instead of the IRSLearn to create tax-free income and retire younger thanyou thou...
DAVID CAMPBELL – professional investor / developer       www.HasslefreeCashflowInvesting.com KAAREN HALL – president of uD...
David Campbell - Founder   Hassle-Free Cashflow Investing         Former high school band director            Self-made mu...
Road Map Assessment of goals Assessment of resources Strategy Tactics Implementation                           6
Generalist vs Specialist         Tax           IRA               Legal                         Financing  Property Managem...
Quantity of capitalversus velocity of capital      Passive Income = Capital x ROI        $50,000 = $2,500,000 x 2%        ...
Why tax deferral is so important Year    12% with tax   12% but tax          outside iRA   deferred inside                ...
How Much Do We Lose to Taxes?  The average American spends more  money in taxes than they do in food,  clothing, and shelt...
KEYSTONE CPA, INC.              Maximizing Profits & Increasing Wealth                      www.KeystoneCPA.com           ...
Tax Rates  Taxes               2012            2013  Federal Income      35%            39.6%  Tax  State Income Tax    10...
New Taxes  Unearned Income Medicare Contributions Tax                                         ….Wow, that’s a mouthful!  -...
More New Taxes Hospital Insurance Tax                ….Another Innovative Brand New Concept  -Brand New Tax = Yet Another ...
Real Estate Investments(877) 975-0975        www.KeystoneCPA.com 15
Retirement Plan Strategies(877) 975-0975        www.KeystoneCPA.com 16
Tax Free Income for Life(877) 975-0975            www.KeystoneCPA.com 17
What Now?                                     IN                                       VE                                 ...
Kaaren Hall, PresidentuDirect IRA Services, LLC(866) 538-3539KHall@uDirectIRA.com                       uDirect IRA Servic...
How to Self-Direct Your Retirement SavingsuDirect IRA Services, LLC is not a fiduciary and does not render tax, legal,acco...
Types Of Self-Directed Plans    IRAs       Qualified Plans    Other Plans Traditional   401K/ 457/ 403b     Coverdell     ...
How Do I Self-Direct?1. Complete an application  1. Provide copy of driver’s license  2. Copy of statement2. Fund your acc...
For More InformationKaaren Hall, PresidentuDirect IRA Services, LLC(866) 538-3539KHall@uDirectIRA.com                     ...
Taxmeggedon Event  Thursday – August 23   12-1pm California                         24
DAVID CAMPBELL – professional investor / developer      David@HasslefreeCashflowInvesting.com KAAREN HALL – president of u...
Creating Powerful Retirement Accounts for Business Owners and Real Estate Investors
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Creating Powerful Retirement Accounts for Business Owners and Real Estate Investors

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Creating Powerful Retirement Accounts for Business Owners and Real Estate Investors

  1. 1. Creating Powerful Retirement Accounts for Business Owners and Real Estate Investors 1
  2. 2. Begin with end in mindRELATIONSHIPSIDEASOPPORTUNITIESNOT a sales pitchNOT investment, legal, or tax advice 2
  3. 3. Today’s agendaStrategies to pay yourself instead of the IRSLearn to create tax-free income and retire younger thanyou thought possibleLearn to access your retirement account at any ageTAX-FREE & PENALTY FREELearn special tax and investing tips for the self-employed 3
  4. 4. DAVID CAMPBELL – professional investor / developer www.HasslefreeCashflowInvesting.com KAAREN HALL – president of uDirect IRA Services www.uDirectIRA.com AMANDA HAN, CPA – tax strategist www.KeystoneCPA.com 4
  5. 5. David Campbell - Founder Hassle-Free Cashflow Investing Former high school band director Self-made multi-millionaireReal estate investor / developer / broker / manager Financial educator / author / speaker Faculty Member: Investor Summit at Sea with Robert and Kim Kiyosakiwww.HasslefreeCashflowInvesting.comDavid@HassleFreeCashflowInvesting.com 5
  6. 6. Road Map Assessment of goals Assessment of resources Strategy Tactics Implementation 6
  7. 7. Generalist vs Specialist Tax IRA Legal Financing Property Management Accounting Brokerage Due Diligence 7
  8. 8. Quantity of capitalversus velocity of capital Passive Income = Capital x ROI $50,000 = $2,500,000 x 2% $50,000 = $1,000,000 x 5% $50,000 = $500,000 x 10% $50,000 = $250,000 x 20% 8
  9. 9. Why tax deferral is so important Year 12% with tax 12% but tax outside iRA deferred inside IRA 0 $ 1,000.00 $ 1,000.00 5 $ 1,622.47 $ 1,973.82 10 $ 2,428.41 $ 3,478.55 15 $ 3,634.70 $ 6,130.39 20 $ 5,440.20 $ 10,803.85 25 $ 8,142.57 $ 19,040.07 30 $ 11,242.90 $ 29,959.92 9
  10. 10. How Much Do We Lose to Taxes? The average American spends more money in taxes than they do in food, clothing, and shelter combined. 10
  11. 11. KEYSTONE CPA, INC. Maximizing Profits & Increasing Wealth www.KeystoneCPA.com (877) 975-0975 N ON: SEEAS www.KeystoneCPA.com 11 (877) 975-0975 Company Logo
  12. 12. Tax Rates Taxes 2012 2013 Federal Income 35% 39.6% Tax State Income Tax 10% 10% Payroll Tax 15% 15% Capital Gains Tax 15% 20% Estate Taxes 35% 55% New Taxes ??(877) 975-0975 www.KeystoneCPA.com 12
  13. 13. New Taxes Unearned Income Medicare Contributions Tax ….Wow, that’s a mouthful! -Brand New Tax = Another 3.8% -Effects Taxpayers with Income over $200,000 / $250,000 -Imposed on Net Investment Income a. Interest b. Dividends c. Royalties d. Rents e. Income from Passive Activities f. Gain on Sale of Certain Assets(877) 975-0975 www.KeystoneCPA.com 13
  14. 14. More New Taxes Hospital Insurance Tax ….Another Innovative Brand New Concept -Brand New Tax = Yet Another 0.9% -Effects Taxpayers with Earned Income over $200,000 / $250,000 -Imposed on Earned Income in Excess of Above Thresholds a. W-2 b. Income from Sole Proprietorship (Sch. C) c. Self-Employment Income d. ALL Actively Earned Income(877) 975-0975 www.KeystoneCPA.com 14
  15. 15. Real Estate Investments(877) 975-0975 www.KeystoneCPA.com 15
  16. 16. Retirement Plan Strategies(877) 975-0975 www.KeystoneCPA.com 16
  17. 17. Tax Free Income for Life(877) 975-0975 www.KeystoneCPA.com 17
  18. 18. What Now? IN VE ST BU IN G SI NE PE SS RS ON AL(877) 975-0975 www.KeystoneCPA.com 18
  19. 19. Kaaren Hall, PresidentuDirect IRA Services, LLC(866) 538-3539KHall@uDirectIRA.com uDirect IRA Services, LLC 2522 Chambers Road, Ste 100 Tustin, CA 92780 19
  20. 20. How to Self-Direct Your Retirement SavingsuDirect IRA Services, LLC is not a fiduciary and does not render tax, legal,accounting, investment, or other professional advice. If tax, legal,accounting, investment, or other similar expert assistance is required, theservices of a competent professional should be sought. 20
  21. 21. Types Of Self-Directed Plans IRAs Qualified Plans Other Plans Traditional 401K/ 457/ 403b Coverdell Health Savings Roth Defined Benefit Account SEP Profit Sharing Simple Individual K Spousal 21
  22. 22. How Do I Self-Direct?1. Complete an application 1. Provide copy of driver’s license 2. Copy of statement2. Fund your account 1. Annual Contribution 2. Transfer 3. Rollover3. Tell us what you want to invest in 22
  23. 23. For More InformationKaaren Hall, PresidentuDirect IRA Services, LLC(866) 538-3539KHall@uDirectIRA.com uDirect IRA Services, LLC 2522 Chambers Road, Ste 100 Tustin, CA 92780 23
  24. 24. Taxmeggedon Event Thursday – August 23 12-1pm California 24
  25. 25. DAVID CAMPBELL – professional investor / developer David@HasslefreeCashflowInvesting.com KAAREN HALL – president of uDirect IRA Services KHall@uDirectIRA.com AMANDA HAN, CPA – tax strategist AHan@KeystoneCPA.com 25

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