Tax free profits

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Helping investors make tax free profits!

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Tax free profits

  1. 1. How to Grow Your Wealth Tax Free Keith Marsh Supervisor Business Development
  2. 2. 6 Reasons Why Self-Directed IRAs are Popular <ul><li>Control </li></ul><ul><li>Diversity </li></ul><ul><li>Tax Advantages </li></ul><ul><li>Asset Protection </li></ul><ul><li>Wealth for Future Generations </li></ul><ul><li>Save for Medical and Education Expenses </li></ul>
  3. 3. 3 Investments for under $3,000 <ul><li>Promissory Notes </li></ul><ul><li>Lease Options </li></ul><ul><li>Tax Lien Certificates </li></ul>
  4. 4. Promissory Notes <ul><li>New client Richard Alpert is doing quite well with his new IRA. He recently lent a business acquaintance $47,000 for 24 hours from his self-directed Roth IRA. The loan added a fast $1,000 to his account, plus saved him approximately $400 in taxes. </li></ul><ul><li>“ An offer like that is difficult to turn down,” notes Alpert. “The best way for me to do this, of course, was through my Roth IRA.” </li></ul><ul><li>- Richard Alpert, Summit, New Jersey </li></ul><ul><li>The 24hour Turn Around was FREE with Gold Level Service </li></ul>
  5. 5. Lease Options <ul><li>“ In 2003 I invested my $5,500 Roth IRA in a couple of real estate options and was able to grow it to $55,000 by 2004. I took that $55,000 and invested in an option on undeveloped land, which I later sold for an approximately $850,000 profit. Today my Roth is worth over $900,000. My plan is to have my Roth worth over $5,000,000 in the next three years.” </li></ul><ul><li>Tom Wilson, Elmwood Park, New Jersey </li></ul><ul><li>Tom made $894,500 TAX FREE – Can you? </li></ul>
  6. 6. Tax Lien Certificates <ul><li>Tax default property continues to present a great opportunity in today’s market. Tax liens have a set return the day you buy them and on which you can depend in any market. </li></ul><ul><li>“ Opening my tax lien self-directed IRA has been the best thing I’ve done with IRA funds. I’ve made more money in tax liens in two years than I’ve made investing in mutual funds in five years!” - Marianne V. Beck, Boca Raton, Florida </li></ul>
  7. 7. Other Options <ul><ul><li>Private Placements </li></ul></ul><ul><ul><li>Limited Liability Companies </li></ul></ul><ul><ul><li>Limited Partnerships </li></ul></ul><ul><ul><li>Stocks </li></ul></ul><ul><ul><li>Bonds </li></ul></ul><ul><ul><li>Mutual Funds </li></ul></ul><ul><ul><li>Structured Settlements </li></ul></ul><ul><ul><li>Factoring </li></ul></ul><ul><ul><li>Accounts Receivable </li></ul></ul><ul><ul><li>Foreign Currency Exchange </li></ul></ul><ul><ul><li>Equipment Leasing </li></ul></ul><ul><li>Plus, many more... </li></ul>
  8. 8. Oil & Gas <ul><li>In 14 months of production, the Giddens have earned a 10% return on their initial investment. But, according to Keystone Energy President and CEO, Dan Vogel, the reserves in the ground are where the real money is since the wells are currently only producing about 25 to 30% of their true potential. </li></ul><ul><li>“ Investing in ownership of natural gas wells is a better option than watching our money going up and down in the stock market, and not really gaining anything,” notes Bob. “We needed a more aggressive but safe chance. We also watched our good friends making money in gas wells.” </li></ul><ul><li>Bob Gidden, Teaneck, New Jersey </li></ul>
  9. 9. Real Estate <ul><li>“ Last year I partnered with two other individuals to purchase </li></ul><ul><li>a 104-unit apartment complex for $2.5 Million. For my part </li></ul><ul><li>of the transaction I had to provide $50,000. I had nearly </li></ul><ul><li>$30,000 in two IRAs and a 401(k) I was rolling over from a </li></ul><ul><li>previous employer. I raised $20,000 from other sources to </li></ul><ul><li>round out the rest of the investment. The complex has been </li></ul><ul><li>cash flow positive since day one despite requiring over </li></ul><ul><li>$43,000 in capital improvements. We are now at over 95% </li></ul><ul><li>occupancy and I am making as much as $2,200/month.” </li></ul><ul><li>Wes Schaeffer, Murrieta, California </li></ul><ul><li>Who would turn down $2,200 a month? </li></ul>
  10. 10. How is a Self-Directed IRA Different from an IRA? <ul><li>- It isn't - </li></ul><ul><li>“ IRA trustees are permitted to impose additional restrictions on investments. For example, because of administrative burdens, many IRA trustees do not permit IRA owners to invest IRA funds in real estate. IRA law does not prohibit investing in real estate but trustees are not required to offer real estate as an option.” </li></ul><ul><li>- IRS.gov Retirement Plans FAQs regarding IRAs </li></ul>
  11. 11. Traditional IRA <ul><li>Contributions may be deductible. </li></ul><ul><li>Taxes on earnings are deferred until withdraw. </li></ul><ul><li>You can simply start from scratch with a $5000 contribution </li></ul><ul><li>You can transfer an existing Traditional IRA </li></ul><ul><li>This typically takes 2 – 3 weeks </li></ul><ul><li>EXPRESS Transfers typically happen within 1 week </li></ul><ul><li>FREE with Gold Level Service </li></ul><ul><li>Or you can Rollover a 401k from a former employer </li></ul>
  12. 12. 2010 Conversion Many people have wanted a Roth IRA, but never met, or currently do not meet, the income limit guidelines. However, the income limits required to convert a Roth IRA have been lifted for 2010. NOW you can convert to a Roth IRA and take advantage of all the benefits. Tax-FREE profits / NO required distributions… I’d much rather pay taxes on the seed than the crop!
  13. 13. Roth IRA <ul><li>Qualified withdrawals are tax-free! </li></ul><ul><li>Investments compound tax-free! </li></ul><ul><li>No required withdrawals. </li></ul><ul><li>Pass earnings to beneficiaries tax-free! </li></ul><ul><li>You can transfer an existing Roth IRA </li></ul><ul><li>Convert an old 401k (Traditional IRA) </li></ul><ul><li>Or simply start from scratch with a $5000 contribution </li></ul>
  14. 14. Roth Solo 401(k) <ul><li>Perfect Plan for Self-Employed Individuals </li></ul><ul><li>Roth contributions up to $22,000 </li></ul><ul><li>Optional Tax Deductions of $32,500 </li></ul><ul><li>Great way to jump start your Retirement! </li></ul>
  15. 15. How did Equity Trust Become the Leader of the Industry? <ul><li>Here are the numbers… they add up! </li></ul><ul><li>36 years of experience </li></ul><ul><li>150,000 Clients </li></ul><ul><li>200 employees </li></ul><ul><li>40 Live Events a year </li></ul><ul><li>$10 Billion in assets under management </li></ul>
  16. 16. Keith Marsh <ul><li>Supervisor Business Development </li></ul><ul><li>Call by Friday – receive a FREE “Guide to Investing” </li></ul><ul><li>Get Started by Friday – receive 4 Recordings from the 2009 Network Conference </li></ul><ul><li>“ It’s definitely a ‘must go.’ There are a lot of people at different levels doing different and great things with their IRAs. It’s an absolutely priceless experience.” </li></ul><ul><li>- Richard Alpert, Summit, New Jersey </li></ul><ul><li>888.382.4727 x416 </li></ul><ul><li>[email_address] </li></ul>

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