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A comprehensive view of the flexibility available when you take control of your financial future with a Truly Self Directed IRA. If you are interested in learning about true alternative investment options like real estate, notes, precious metals, joint ventures and how to utilize the IRA LLC to manage your real estate investments, then you won’t want to miss this event! Learn how you can invest in single family, multi family, buy at auction and realize any gain in a tax deferred or tax free environment.
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The new employee was not given proper instructions and did not know what to do when left alone to enter data. As a result, no work was completed and deadlines were missed. Although blaming the employee is tempting, the manager shares responsibility for not properly training the employee and ensuring they understood their tasks before leaving them unattended. Providing clear expectations and availability to answer questions could have prevented the lost time.
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The document defines charismatic leadership and compares it to transformational leadership. It states that charismatic leadership involves a leader who gathers followers through personality and charm rather than formal authority. Key qualities of charismatic leaders are vision, speech abilities, high principles, emotional sensitivity, and personality. Charismatic leadership can drive change but relies heavily on the leader and may lack clarity or misarticulate goals. Transformational leadership differs in that it inspires change through a shared vision and encourages teamwork and commitment to shared goals rather than dependency on the leader.
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Organization Behavior Presentation (Leadership/Motivation)
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Authentic/Ethical leadership & psychological well being
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Got Choices Finalv1
This document discusses retirement planning options through a self-directed IRA administered by Entrust. It highlights that Entrust offers choice in investment options beyond typical 401k plans, including real estate, private placements, notes, and more. It provides examples of how clients have used IRAs to invest in undeveloped land, mortgages, and rental real estate. The document encourages learning about different investment opportunities and outlines three steps to begin investing through a self-directed IRA.
Notes Presentation
The document provides information about using a self-directed IRA to invest in various assets including real estate, private lending, and other opportunities. It outlines the basic steps to open a self-directed IRA account, fund it, and find permissible assets to invest in. Several case studies are presented as examples of how individuals have used their IRAs to purchase real estate, engage in private lending, and borrow from their own IRAs.
VIP Services
Quest IRA provides self-directed IRAs that allow investors to direct their own investments. The summary discusses the key points:
- Self-directed IRAs provide more control and flexibility over retirement investments by allowing a wider range of assets like real estate, private business ownership, tax liens, and promissory notes.
- Case studies show how investors can purchase real estate within their IRAs to benefit from tax-deferred growth and cash flow. Investors maintain control while Quest IRA handles transactions.
- Borrowers can profit by using IRA funds for private lending. There are trillions in retirement assets available and borrowers can position themselves as helping investors and the economy.
How to Create Real Financial Security with Self-Directed IRAs in 2012
Discover how you can...
1. Take Control of your Retirement Funds
2. Truly Diversify your retirement into other asset classes like real estate
3. Create Tax-Free Income for you and your family for generations
Roth 2010
This document discusses the benefits of converting traditional IRAs to Roth IRAs in 2010 before income limits are removed. It provides an example of a client converting a $200,000 traditional IRA invested in rental property to a Roth IRA. While the client must pay taxes on the conversion amount over 2012-2013, all future rental income, property appreciation, and proceeds from sale will be tax free in retirement. The document encourages consulting with tax advisors and considering if assets will appreciate and tax rates may rise in deciding whether to convert traditional IRA funds to Roth IRAs.
Tpi presentation web 4
Transitional Property Investments (TPI) is a limited liability corporation (LLC) with decades of combined business and construction experience as well as investment property ownership and management. TPI seeks to provide high value, high quality, cost effective living and working environments across the communities in which we live and work while assuring profitability and sustainability for our lenders. TPI utilizes funds from our private lender network to locate, purchase and improve residential and commercial properties. Unlike traditional “flippers”, we prefer to hold and lease these properties to qualified businesses and/or individuals. With this strategy our lenders enjoy a higher, sustained return on investment for longer periods of time.
We pay a high simple interest premium to have funds readily accessible.
Private lender-fom
This document provides information on investing with FOM Holdings and Investments LLC, a real estate investment firm. It outlines two programs for private lenders to earn double-digit returns: a quick-turn program where lenders provide funds for property flipping and earn 12% interest or 20% of profits; and a long-term program where lenders provide funds for a rental property and earn quarterly interest payments. The company rehabs residential properties in Phoenix and provides lenders with secured notes and mortgages. Historical projects are presented showing profits ranging from 15-35%. Requirements for lenders include $50,000 minimum and loans not exceeding 70% of after-repair value.
Self-Directed IRA
1) The document discusses frequently asked questions about using self-directed IRAs to invest in real estate. It explains that real estate is a permitted investment for IRAs and outlines the process, including using a custodian to make purchases and handle transactions.
2) However, there are prohibited transactions that must be avoided, such as using IRA funds to purchase property for personal use or to benefit disqualified persons like family members. Borrowing from or lending to the IRA are also prohibited.
3) Leveraging an IRA investment with a non-recourse loan is possible but could trigger unrelated business income taxes and require working with tax professionals to determine if it makes financial sense.
Buying Real Estate with Your IRA
Why is real estate is the most popular investment in a self-directed IRA? The simple answer ... the endless options and a never-ending supply of assets.
Free ebook for you –– Real Estate IRAs Made Easy ––http://info.advantaira.com/real-estate-iras-made-easy
In this presentation, you will learn about self-directed real estate IRAs, the many types of property investment assets, how to buy real estate with your IRA using a self-directed plan, prohibited transactions to avoid, and much more great guidance. Advanta's goal is to educate and empower you to invest in what you know best.
Purchasing Investment Real Estate Inside an IRA
Aimed at real estate brokers, see how IRAs can be used to buy real estate for investment.
http://www.wealthflex.com/
Presentation
Ma and Pa invested their retirement savings based on the advice of an investment advisor. Their investments were in risky or fraudulent schemes that resulted in losses of most or all of their money. Now in their retirement with little income or assets, Ma and Pa are seeking ways to recover some of their losses. Potential avenues for recovery include pursuing legal action against the brokers and brokerage firms that sold them the investments, as these parties may have liability if they did not properly vet the investments or make suitable recommendations. Any funds recovered would likely only provide partial compensation and legal action could take several years.
Final - Succession Planning - 2014 AICPA Real Estate Conference (4)
This document discusses succession planning strategies for real estate dynasties. It begins by outlining how families can transfer wealth to the next generation through changing leadership. It then provides planning tips, including details on intentionally defective grantor trusts and dynasty trusts. Intentionally defective grantor trusts allow grantors to remove trust assets from their estate while retaining income tax liability. Dynasty trusts are long-term trusts that can benefit descendants over multiple generations by leveraging the grantor's GST exemption. The document concludes with an overview of the relevant estate and gift tax laws in 2014.
The Treatments of Trusts in Property Settlements
One of the great misunderstandings is how assets in trusts are dealt with in the Family Court. Are they excluded or are they in?
Asset pools in these cases can be significant, so before you suggest a particular asset-holding structure for a client, it’s important to know what the answer is.
In this webinar for Accountants we look at some case examples and cover the important questions, such as:
- How is property settlement determined?
- What is “property” and what is a “financial resource”?
- What power does the Family Court have to deal with Trusts?
- What, if anything, can be done to remove a Trust from the Court’s reach?
Note: prices shown in the video might not be reflective of our current prices. Please, refer to the website https://www.michaellynchfamilylawyers.com.au for updated information. Thank you.
Investing In Real Estate And Other Alternative To Grow Your Retirement
This is an introduction to self-directed IRAs and how they can be used to invest in alternative assets like Real Estate, Notes, Precious Metals, Oil & Gas, Entities, and a whole lot more.
Momentum - Senate Group presentation
This document discusses the importance of financial planning for businesses and estates. It provides several case studies, or "war stories", to illustrate common issues that can arise without proper planning, such as insolvency, incorrectly structured buy-and-sell agreements, and complications when business interests are part of an estate. The document emphasizes that understanding a client's full situation and wishes is key to developing a plan that ensures their assets are distributed as they intended. It also stresses the role of life insurance, wills, and trusts in addressing liquidity issues and unlocking opportunities for beneficiaries.
Self-Directed IRA Rules and Regulations
This document provides an overview of the rules and regulations for self-directed IRAs. It explains that self-directed IRAs allow for a wide variety of alternative investments beyond just stocks, bonds, and mutual funds. However, there are some prohibited transactions like using IRA property for personal use or engaging in transactions with disqualified individuals like the IRA owner or their family members. The document also outlines some of the core guidelines for self-directed IRAs like ensuring investments are made at arm's length and not providing any indirect benefits to the IRA owner.
Trust Administration: Prior Planning Prevents Problems
Trust Administration is the process people often find themselves in unexpectedly, after the death of a spouse or parent who created the trust prior to passing on.
The Crowdfund Act of 2012: An Analysis
This document summarizes the Crowdfund Act of 2012, which allows small businesses to raise capital through crowdfunding. It established rules for funding portals to facilitate crowdfunding, limited individual investments, required disclosures from issuers, and provided some liability protections for innocent misrepresentations. The Securities and Exchange Commission was tasked with issuing final regulations implementing crowdfunding by January 2013.
Invest in private / hard money loans
Investor's Capital Funding (ICF) provides alternative real estate financing in Texas, focusing on short-term loans secured by commercial and residential property. The company was founded by Managing Partners Rob Champion and Tom Wagner, who have over 30 years of combined real estate lending experience. ICF offers investors opportunities to earn returns of 10-12% by participating in non-traditional real estate loans that are secured by hard assets and have protective equity.
Re Professionals 2009
Presented by W.R. McKenzie, Stanislaus County Deputy District Attorney at the Modesto Real Estate Marketing Meeting on Wednesday, October 28, 2009.
Similar to Training Wheels Linked In Jim Jones Jan 2010 (20)
How to Create Real Financial Security with Self-Directed IRAs in 2012
How to Create Real Financial Security with Self-Directed IRAs in 2012
Final - Succession Planning - 2014 AICPA Real Estate Conference (4)
Final - Succession Planning - 2014 AICPA Real Estate Conference (4)
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Training Wheels Linked In Jim Jones Jan 2010
- 1. Simplifying The Self-Directed IRA Training Wheels
- 3. Take Notes Your attorney or accountant may not know Your financial planner wasn’t trained on this aspect Your current custodian may not offer a TRULY self-directed retirement plan
- 5. Entrusts Role What we don’t do What we do IRS reporting (Forms 5498 & 1099) 1 2 Receive investment income & pay investment expenses 3 Request all required documents to process transactions 4 Accept contributions & process distributions 2 We Do Not sell or endorse investment products 3 We Are Not regulators, nor do we “approve” transactions We Do Not provide investment advice 1
- 6. The Reality of Retirement Text Tax Year 2009 The median income of individuals age 65 & older was? 1 2 57% of Americans ages 45 – 54 have saved less than? 3 The savings rate was? * 14% of 64-year-olds face retirement with a negative net worth $17,382 (25% earned less than $10,722) 1 2 $50,000 3 0.8%
- 8. Key concept #1 Investment Control! Private Companies Real Estate Private Notes / Loans Precious Metals
- 9. An Individual Retirement Account (IRA) IRC Sec. 408 - Individual Retirement Accounts Requirements: An individual retirement account means a trust created or organized in the United States for the exclusive benefit of an individual or his beneficiaries…. What is it? IRA = Trust
- 11. Unlock your retirement plan with Entrust Administration
- 14. Key Concept #2 Prohibited Transactions Liquor Antiques Art Other
- 17. Key Concept #3 Funding Your IRA “ Putting Gas In The Tank”
- 18. Transfer Assets From Another IRA Advantages: No tax implications and No penalties More CHOICES! More CONTROL! More FLEXIBILITY
- 19. Employer Plan to IRA Direct Roll-Over QRP, 401k, 403b, 457 Plans Indirect Roll-Over LESS 20% Federal withholding
- 20. Make a Contribution – “Fill the Tank” Traditional $5,000 Roth $5,000 SEP $49,000 SIMPLE $11,500 Individual(k) $49,000 Type of IRA 2010 Limit * “Catch-up” provisions apply if you are 50 yrs. or older
- 22. Case Study: Rental Property John would like to purchase a rental condo for $100,000 with his SEP–IRA. He transfers $125,000 from his brokerage firm to an Entrust Administration SEP-IRA to purchase the property.
- 23. Case Study: Rental Property 1. John initiates a contract to purchase the condo under the SEP IRA Entrust Administration FBO John Wood SEP - IRA 2. John completes a Buy Direction Letter (real estate) 3. Entrust Administration sends escrow deposit of $5,000 to the title company and coordinates closing
- 24. Case Study: Rental Property 4. John reads and approves all closing documents 5. Entrust Administration wires the SEP-IRA funds to the title company to close 6. The warranty deed is recorded and sent to Entrust Administration for safe keeping
- 25. Case Study: Rental Property The SEP IRA is now the owner of record on the warranty deed Buyer: Entrust Administration FBO John Wood SEP-IRA # 1234 John decides to hire a property manager……
- 26. Case Study: Rental Property John locates a property management company to oversee the unit. 1. The property management company finds a tenant to lease the unit 2. Rents and expenses are handled by the property manager 3. Condo has a positive cash flow of $450 tax deferred John tracks his account via his online statements
- 27. Case Study: Rental Property Two years later, tenant offers to purchase the property for $150,000. 1. A sales contract is prepared for $150,000 2. Entrust Administration coordinates closing with the title company 3. On day of closing, John reads & approves all closing documents 4. Proceeds, after closing costs, are wired back into his SEP-IRA
- 28. Case Study: Rental Property Realized Return for SEP-IRA Initial investment $100,000 Cash flow over 24 months ($450 x 24) $10,800 Gains from Sale($150,00 - $100,000) $ 50,000 Balance of SEP- IRAs account after sale $160,800 Tax Deferred gain of $60,800 (61%) over 24 months!!
- 29. Increase Your Financial Literacy Sign up for our monthly newsletter Ongoing FREE educational workshops Visit our website at EntrustAdministration.com How to learn more about self- directed retirement plans
- 30. James A. Jones Business Development Manager Entrust Administration 75 Second Ave Suite 605 Needham, MA 02949 617-454-1085 EntrustAdministration.com
Editor's Notes
- www.unlockyourretirement.com