Self-Directed IRA Presentation

Accelerate Your Wealth with Self Directed IRA’s!

Tim Debronsky

How Awful is This Going to Be?

There are two things certain in this life

DEATH

AND

TAXES

You Will Discover…

Roadblocks to Creating Wealth for Ourselves and Our Family

How to Create Tax Free Income for Life

How to Get Started Today

The Roadblocks to Creating Wealth for Ourselves and Our Family

Capital

Inflation

Empty Promises

Taxes

“ I don’t have the money” Road Block #1 –Capital

Road Block #2 –Inflation How Much Are You Paying for Gas These Days?

What does it cost you to mail a letter?

In 1986?

In 1996?

In 2006?

In 2008?

= $0.22 = $0.32 = $0.39 = $0.42

Social Security

&

Company Sponsored Pensions

“ The Social Security Trust Fund Will Begin To Run A Negative Cash Flow By The Year 2016 And Will Be Insolvent By The Year 2038.”

Source: The 2001 Annual report From The Social Security Board Of Trustees

Road Block #3 – Empty Promises

Your Silent Partner

Real estate profits in 1 deal $15,000

Less federal income tax 28%

Less state income tax 6%

Less city income tax 2%

Total 36% Total amount owed in taxes $5400 Opportunity Cost: $40,000 Road Block #4 – Taxes

The Power of Compound Interest

Begin at age one

One time contribution of $5000

Assume a 10% rate of return

At age 60, the account will be worth…

The Power of Compound Interest $1,522,408.00

What can we do about it?

Count Pennies or Count Memories

Who do you want dictating your standard of living now and in retirement?

Your Options

A Bank Branch Employee?

“ Have you seen our latest CD rates?”

2. A commission based stockbroker?

“ Slow and Steady wins the race”

3. A former employer?

4. Take control of your own future

Taking Control is as Easy as 1-2-3

Step 1: Beat Inflation

Step 2: Beat Taxes

Step 3: Take Action

How do I Beat Inflation?

Raw land

Single family homes

Apartments/duplexes

Condos

Commercial property

Step 1

How do I Beat Inflation?

Mortgages

Deeds of Trust

Real Estate Notes

Real Estate Lease Options

Tax Liens

Step 1 You are only limited by your own creativity!

Dear Mr. Desich, … I located an individual who wanted to start a landscaping service... They identified a piece of equipment but were not in a position to pay for it. We established a lease, had my IRA purchase the equipment and we will be making monthly deposits of the lease payments to my IRA. My next investment will be my second distressed property... My first was a 7,000 square foot property for the benefit of my IRA. The next is a 6,000 square foot home on a country club. We are hoping to net six figures back to my IRA...Your firm is first-class and everyone has been great to work with...Looking forward to seeing you again at another boot camp - I'll be back to tune-up my investment strategies. 1). First investment 7,000 sq ft home $6,000 turned into $75,000 in my IRA! 2). Second investment 6,000 sq ft home. Will net over $100,000 back to my IRA Stan Brady | Norcross, GA

How Do I Buy Real Estate Using My IRA?

Outright

Percentage

Leverage

Step 1

“ I partnered with two other individuals to purchase a 104 unit apartment complex for $2.5M. For my part I had to provide $50,000. I had nearly $30,000 in two IRA’s and a 401(k) I was rolling over from a previous employer. Equity Trust Company walked me through the rollover and account activation procedures, helped me consolidate my accounts, and cut the check to the partnership in record time! I raised $20,000 from other sources to round out the $50,000 and we closed on the complex on time. The complex has been cash flow positive since day one despite requiring over $43,000 in capital improvements. We are now over 95% occupancy and I am making as much as $2,200/mo 100% TAX FREE FOREVER thanks to Equity Trust Company- 88% annual return !”

Thank you,

Wes Schaeffer | Realtor, Real Estate Investor

Real Estate - Kansas City, MO

Purchase price $ 42,500

Rehab expense $ 18,000

Cost basis $ 60,500

IRA able to sell for $ 74,900

$14,400 profit TAX-FREE!

Mike From Tennessee

Roth IRA Bought a piece of land from His Church

Roth Purchase Price- $2,000

Roth Sold The Land- $75,000

Roth Profit was- $73,000

TAX-FREE

Step 2: Beat Taxes

How Do I Beat Taxes?

Open a Self Directed Retirement Plan

Put Money In

Step 2

How can I put money in the account?

Transfer

Rollover

Contribute

All of the above

Step 2

Open a Self Directed Retirement Plan

Put Money in

Do a Deal

Step 2

Congratulations you did it!

Step 2

Who owns the deal???

Equity Trust Company Custodian FBO Tim Debronsky IRA Step 2

Your Silent Partner

Real estate profits in 1 deal $15,000

Less federal income tax 28%

Less state income tax 6%

Less city income tax 2%

Total 36% Total amount owed in taxes $5400 Total put back in your pocket $5,400

Step 2: Beat Taxes

Step 3: Take Action

Which IRA is Right for Me?

Do you want Tax-Free income for the rest of your life or do you want a Tax deduction today?

Do you want to pay taxes on the seed or the crop?

Or do you want to have your cake and eat it too?

Step 3

If you said you want tax free income for life you want:

A Roth IRA

A Roth Individual (k)

If you said you want a tax deduction today you want:

A Traditional IRA

A SEP

A SIMPLE

An Individual (k)

Step 3

If you are Self-Employed you should have a Roth Individual (k)

No Income Limit

Much Higher Contribution Limits

Tax-Free Growth

Ability to take personal loans

Roth Individual (k) plan

Tax-Free Bucket

$15,500 maximum contribution for 2008, up to 100% of self-employed income. $20,500 if age 50 or older.

After tax contribution which grows tax-free

Tax-Free distributions after age 59 ½ and account is opened at least 5 years

Completely Self-Directed

Roth Individual (k) Plan

Tax-Deferred Bucket

$30,500 maximum contribution for 2008 up to 25% of self-employed income.

Tax-Deferred company match

Tax Deduction for the company

What Should I Consider When Choosing a Custodian?

Trust

Knowledge

Value

Step 3

“… Amazing…” “ What has been amazing is that I have dealt with four different account managers and have not had one inconsistency in the information provided. You guys are real professionals and well worth your fees.” Thanks! Carl Braunreiter Step 3

We make it Simple No Hidden Fees!