Build Your Business with Self- Directed IRAs

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1 1 Build Your Business with Self- Directed IRAs Connection Wednesday, August 29 th, 11:30 CST

2 objectives 2 WHAT are self-directed IRAs WHEN can retirement accounts own real estate WHY real estate make sense for retirement accounts HOW can REALTORS use SD IRAs to earn revenue

3 Proprietary & Confidential, Property of Freedom Growth who we are Self-Directed IRA Consultants Real Estate Investment Advisors

4 !" legal disclaimer Freedom Growth is not an attorney or financial advisor. We do not administer legal opinions or financial planning advice. We are licensed REALTORS in CA (# ) All information and materials are for educational purposes only. All parties are encouraged to consult with their attorneys, accountants and financial advisors before entering into any type of investment.

5 HISTORY LESSON WHAT are self-directed IRAs

6 6 post pension plan era Pension Plans were standard! Employer responsible for retirement ERISA passed in 1974! Birth of IRAs and 401(k)s! Individual now responsible Wall Street seized control! Financial institutions became custodians! Limited investments to those they sold! Marketed as traditional with huge budgets

7 Proprietary & Confidential, Property of Freedom Growth total retirement market assets ($billions) Non-Traditional assets currently 3.5% of market Growing at 20% per year By 2014, we estimate nearly $900 Billion in real estate Sources: DOL, ICI, U.S. Census Bureau, Federal Reserve, PBGC, Cerulli Associates. Guidant Financial. Pensco Trust.

8 self-direction defined A retirement account in which the individual investor is in charge of making all investment decisions Greater opportunity for asset diversification outside of the traditional stocks, bonds and mutual funds All securities and investments are held in an account administered by a custodian or trustee

9 benefits of self-direction Take control:! Make your own investment choices Diversification:! Invest in what you know & understand Tax savings:! Contributions may be tax deductible! Tax-deferred or tax-free growth

10 investment restrictions #$" Prohibited Assets Antiques Art Collectibles! any work of art! any rug or antique! any metal or gem! any stamp or coin! any alcoholic beverage Life Insurance S Corps (S corporations do not allow IRAs to invest in them) Liquor Exception US Government Minted Gold Or Silver Eagle, Gold and Palladium Bullion

11 disqualified persons Certain family members cannot do business with your IRA Your IRA Your Spouse Your Parents Your Grandparents Your Children Your Grandchildren Spouses of Lineal Descendants IRA Fiduciary ##"

12 prohibited transactions Some examples of prohibited transactions between a disqualified person and an IRA are: Selling, exchanging or leasing any property Lending money or extending credit Providing goods, services or facilities Transferring income or assets Using the income or assets for personal gain Use of property by any ascendants, lineal descendants and any spouse of a lineal descendant

13 Proprietary & Confidential, Property of Freedom Growth finances and taxes Leverage Non-Recourse Loans IRA is the Borrower 30%-40% Down Investment Rates & Terms Partnerships Multi-Member LLCs TICs Taxes Earnings Stay in IRA tax free Taxed at withdrawal Roth vs. Traditional Less restrictive than 1031 UDFI Based on % Financed Normal Tax Advantages

14 IRA REAL ESTATE TRANSACTIONS WHEN can retirement accounts own real estate

15 Proprietary & Confidential, Property of Freedom Growth the players CUSTODIANS PROFESSIONALS INVESTMENTS

16 Proprietary & Confidential, Property of Freedom Growth the ira real estate transaction Owner IRA Investment Another Party in Escrow IRA takes title The Entrust Group FBO Client Name #XXXXXX IRA owns property Client can manage the investment

17 managing the investment Expenses must be paid from IRA Revenue must be deposited into IRA Property manager is recommended

18 plan types #%" Most Common: Traditional IRA Roth IRA Individual (k) 401(k) SEP & SIMPLE Other Special Plans: Educational Savings Account (ESA) Health Savings Accounts (HSA) Funds from a Qualified Plan, including 401(k), 403(b), 457 plans can be rolled into an IRA. #%"

19 Proprietary & Confidential, Property of Freedom Growth the special purpose llc Owner IRA SP LLC! LLC takes title and owns property Check writing capabilities Also known as a Checkbook IRA or Real Estate IRA Owner is Manager of the LLC. IRA is the Member Investment

20 Proprietary & Confidential, Property of Freedom Growth individual 401(k)s Owner Solo(k) Investment Solo(k) plan takes title and owns the investment Apple Enterprises LLC 401(k) PSP (Company) John J. Client 401(k) PSP (Sole Proprietorship) Checkbook control of account Owner is the Trustee of the plan

21 Proprietary & Confidential, Property of Freedom Growth solo(k) specifics SEP on steroids! Contribute as employer and employee Solo business owners with no full time employees! Higher contributions for moderate earners! Faster to $49K per year! No income limitations on Roth! Loans! UDFI exempt Custodian not necessary!

22 REAL ESTATE AS AN ASSET CLASS WHY real estate make sense for retirement accounts

23 Proprietary & Confidential, Property of Freedom Growth real estate ideal for IRAs vs 5.

24 &!" investments allowed Single family and multi-unit homes Apartments Condominiums Commercial property Developed and undeveloped land Mortgages/lease options Foreign property Trust deeds Leveraged property Precious metals Limited liability companies Limited partnerships Unsecured/secured loans Joint ventures Life settlements

25 Proprietary & Confidential, Property of Freedom Growth typical real estate deal Rental property in Memphis, TN Cost: $74,800 Rent: $975 per month, $10,764 per year (-8% vacancy) Annual Expenses: $3,654 Profit: $7,111 COC Return: 9.37% Value: $88,000

26 Proprietary & Confidential, Property of Freedom Growth how it works Traditional IRA $100,000 -$80,000 $20,000 Self-Directed IRA Investment $80,000 $76,000 -$76,000 $4,000 After 5 Years Income: $37,388 + Value: $18,851 + Initial $76,000 IRA Value $132,239

27 REVENUE FROM SD IRAs HOW can REALTORS use selfdirected IRAs to earn revenue

28 Proprietary & Confidential, Property of Freedom Growth self-directed IRAs = opportunity You Have A Competitive Advantage! Market It Existing Clients Stay relevant Reason to connect Opportunities beyond primary residence New Clients Additional way to begin the relationship Listings Does it cash flow?

29 next steps for REALTORS &'" Take Action On Our Website Write or record a blog on what you ve learned Send out a newsletter informing your network Add IRA eligible to listings that make good investments Call prospects likely to have old IRAs or 401(k)s Set up your own selfdirected account Info on Plan Types Turnkey Investments Links to Custodians E-newsletter FAQs

30 Thank You David Coe office: cell:

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