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Self Directed IRA Basics (Mac Keynote)


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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 (Mac Keynote)

  1. 1. Self Directed IRA Plan Basics by Safeguard Financial
  2. 2. 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.
  3. 3. 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.
  4. 4. 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
  5. 5. 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...
  6. 6. 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
  7. 7. 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 thedisqualified persons mentioned above has a 50% or greater interest.
  8. 8. 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.
  9. 9. What is the Set Up Process:
  10. 10. Educational Video: Click here to watch the video.
  11. 11. Your Self Directed IRA: 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: 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. Its as Simple as 1-2-3.Visit for more information of call 1-877-229-9763.