Self Directed IRA Basics (MS Powerpoint)


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A Self Directed IRA is commonly referred to as a Checkbook IRA because the process results in monies being placed into a checking account for immediate access by the investor. Learn the basics about Self Directed IRA plans.

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Self Directed IRA Basics (MS Powerpoint)

  1. 1. <ul><li>Self Directed IRA Plan Basics </li></ul>by Safeguard Financial
  2. 2. What is a Self Directed IRA <ul><li>A Self Directed IRA is commonly referred to as a Checkbook IRA . </li></ul><ul><li>Money is placed into a checking account for immediate access by the investor. </li></ul><ul><li>This eliminates the delay associated with an IRA custodian. </li></ul><ul><li>Enables the investor to act quickly when a real estate opportunity presents itself. </li></ul><ul><li>Simply write a check to make an investment. </li></ul>Click here to visit the Educational Webpage.
  3. 3. How Does It Work: <ul><li>The LLC is formed in the state in which the LLC is to be operated. </li></ul><ul><li>It is a business entity combining aspects of both a partnership and a corporation. </li></ul><ul><li>The IRA is moved inside the LLC, it is afforded LLC protection. </li></ul><ul><li>The IRA account holder sets up a checking account for making investments. </li></ul><ul><li>The Manager of the LLC can enter into contracts and agreements on behalf of the LLC. </li></ul>
  4. 4. What are the Benefits: <ul><li>The ability to make an investment as quick as writing a check </li></ul><ul><li>No additional transaction fees and delays </li></ul><ul><li>Take advantage of low housing prices, foreclosures and short sales </li></ul><ul><li>Asset protection afforded by an LLC (Limited Liability Company) </li></ul><ul><li>No investment reviews by custodians </li></ul><ul><li>Easily partner with others in structured investments </li></ul><ul><li>Simplified escrow transactions </li></ul><ul><li>Ongoing, no cost consultations with our Advisors & Tax Attorney </li></ul>
  5. 5. What you can Invest in: <ul><li>All types of Real Estate </li></ul><ul><li>Trust Deed & Mortgages </li></ul><ul><li>Tax Liens & Certificates </li></ul><ul><li>Equipment Leasing </li></ul><ul><li>Private Notes & Business Loans </li></ul><ul><li>Domestic & International Vacation Rentals </li></ul><ul><li>FOREX </li></ul><ul><li>Much, much more... </li></ul>
  6. 6. What you cannot Invest in: <ul><li>Collectables such as art or antiques </li></ul><ul><li>Metals, Gems, Stamps or Coins (except US Gov. Minted Gold/Silver Eagle) </li></ul><ul><li>Any types of Alcohol </li></ul><ul><li>S Corporations </li></ul><ul><li>Life Insurance </li></ul>
  7. 7. Who are Disqualified Persons: <ul><li>The IRA account holder. </li></ul><ul><li>Spouse, parent and grandparents. </li></ul><ul><li>Daughters, sons, grandchildren and their spouses. </li></ul><ul><li>Investment advisors. </li></ul><ul><li>Fiduciaries – those providing services to the plan (CPA etc) </li></ul><ul><li>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. </li></ul>
  8. 8. Prohibited Transactions: <ul><li>Lending money or other extension of credit between a plan and a disqualified person. </li></ul><ul><li>Furnishing goods, services, or facilities between a plan and a disqualified person. </li></ul><ul><li>Transferring or using the asset by or for the benefit of, a disqualified person. </li></ul><ul><li>Receiving income from profits generated from your IRAs rental property. </li></ul>
  9. 9. What is the Set Up Process:
  10. 10. Educational Video: Click here to watch the video.
  11. 11. Your Self Directed IRA: <ul><li>STEP 1: – Contact us to see what type of plan best suits your needs. </li></ul><ul><li>STEP 2: – Fill out some paperwork so we can set things in motion. </li></ul><ul><li>STEP 3: – Relax and let us handle all the details. </li></ul><ul><li>It's as Simple as 1-2-3. </li></ul>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 for more information of call 1-877-229-9763 .