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
How to Create Real Financial Security with Self-Directed IRAs in 2012
1. How to Create Real Financial Security
(with Self Directed IRA’s)…
2. Tim Debronsky
Vice President
Sr. IRA Asset Strategist
10 years of Self-Directed IRA, Real Estate Investing, and Marketing
Experience
6 Years as a Retirement Account Specialist with the nation’s largest
Self-Directed IRA Administrator & Custodian.
Helped thousands of retirement account owners invest in real
estate and other alternative assets with their IRA/401k
At iPlan Group, I manage the team of IRA Strategists who educate
and assist individuals on the endless investment possibilities
available when utilizing Self-Directed IRAs. I also play a significant
role in developing the marketing strategies for the company.
9. The Wealthy Have Known These Secrets for
Years
Did you know that there is currently over $5 Trillion Dollars held by
50 million Americans Invested in Retirement Accounts…
And only 2% of those accounts are leveraging the power of a Truly
Self-Directed IRA
IRS rules have allowed True
Self-direction since IRAs were created in 1974
10. Traditional Retirement Accounts
What do Retirement Plans typically
invest in?
Stocks
Bonds
Mutual funds
I can pick stocks/mutual funds, isn’t that
Self-Direction?
Why limit to just these asset classes?
Truly Diversify Your Retirement
Who Manages the Money?
How do they Get Paid?
11. What is a Truly Self-Directed IRA?
Basically you CAN invest
in anything BUT…
Life insurance policies
Sub S Corporations
Collectibles
Artwork
Coins
Stamps
Antiques
Rugs
Alcohol
12. Investment Options
Single family homes Multi-Unit apartments
1st Mortgage Notes Lease options
2nd Mortgage Notes Foreclosures
Condos Buy, Fix and Flip Property
Townhouses Tax liens
2-4 units Gold & Silver
Raw land Bullion
Mixed use property Gold & Silver Eagles
Commercial property Privately Held Companies
LLCs
C Corporations
Limited Partnerships
15. The Gary Thomas Cash Flow Model
Started his Self-Directed Roth IRA in 2005
Found Private Lender to loan his IRA $15,000
to purchase first house.
Paid Private Lender’s IRA 12%, plus
4 point loan origination fee
Amortized Loan Over 5 years
16. The Gary Thomas Cash Flow Model
Now his Roth IRA has 50 houses
Monthly Rent $500-$600
He is now 57 years old
In less than 3 years he will have 100 plus Free
& Clear houses generating $50,000-$60,000
per month Tax-Free!
21. How Will This Knowledge Help Me?
Currently there is over $5 Trillion invested in Retirement Accounts.
Q: What is the single most important factor in getting transactions done
today?
A: Financing
Retirement Accounts are still flush with cash...and if you know how to
access them..they can become nearly an unlimited source of financing.
22. How Will This Knowledge Help Me?
Real Estate Investors are buying.... today!
There has not been a better opportunity to purchase real estate in the US in over
30 years.
Properties that never would have cash flowed a couple of years ago...now
are. The rental market is strong, and getting stronger.
What is holding them back? Access to capital of course.
Show investors how to access their Retirement Accounts...and probably even
more powerful...how to access other people's accounts to fund their deals.
23. Structure Of Self-Directed IRAs
1
You
You are a separate entity
2
IRA IRA is a separate entity
401K
3 - Record keeping
TPA - Tax reporting
4 - Holds the investment
Custodian
Trustee paperwork in safe-keeping
24. iPlan’s Administrator Role
What we DO offer: What we Don’t offer:
Guide investors through the DO NOT provide any investment
alternative asset transaction advice
process DO NOT sell or endorse specific
Share status updates each step of investment products
the way during a transaction DO NOT carry out any form of due
Accept retirement plan diligence or qualifying of an
contributions and process investment
distributions DO NOT regulate or approve a
Review all necessary documents transaction’s legitimacy or
for correct titling to process investment merit
transactions DO NOT evaluate whether a
Receive investment income and transaction is permissible or
pay investment expenses prohibited
IRS Reporting (Forms 5498 and DO NOT manage assets
1099)
Free education that facilitates our
clients’ knowledge of self-directed
investment transactions
25. Why iPlanGroup?
Over 80 years of combined Financial Services
Experience
Flat Annual Fee Only $485
No Matter How Large Your IRA Grows!
No Expedited Processing Fees
No Transaction Fees
“Relationship Team Model”
Prompt
Accurate
Personalized Service
27. Contact Us Today!
Tim Debronsky
Vice President
Sr. IRA Asset Strategist
Ph: 440.484.5566
tdebronsky@iplangroup.com
www.iPlanGroup.com
27887 Clemens Rd. Suite 3, Westlake, OH 44145